Commercial Mortgage Financing Auburn AL

Looking for Commercial Mortgage Financing in Auburn? We have compiled a list of businesses and services around Auburn that should help you with your search. We hope this page helps you find Commercial Mortgage Financing in Auburn.

Mr. Gregory W. Doepke, CFP®
(804) 323-1886
1794 Covington Rdg Unit 304
Auburn, AL
Firm
ACG Advisory Services
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Andrew W. Lamar, CFP®
(334) 821-8940
822 N Dean Rd Ste 100
Auburn, AL
Firm
Raymond James

Data Provided By:
Mr. Brian T Walker, CFP®
(334) 521-3099
325 N Gay St
Auburn, AL
Firm
Branch Banking and Trust Company
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided By:
Mr. James W. Fogal, CFP®
(334) 332-2033
2210 Gateway Dr Ste D
Opelika, AL
Firm
Fogal Financial Group
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Mr. Nathan A Kastner, CFP®
(334) 749-5001
1800 Airport Road
Opelika, AL
Firm
Smith-Kastner Wealth Management, LLC
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Matthew R. Clegg, CFP®
(334) 887-9901
175 E Magnolia Ave
Auburn, AL
Firm
Wilson Investment Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Data Provided By:
Mr. Richard H. Phelan, CFP®
(334) 887-9901
175 E Magnolia Ave
Auburn, AL
Firm
Wilson Investment Group

Data Provided By:
Mr. Jerry D. Mccreary, CFP®
(334) 821-1300
3120 Frederick Rd
Opelika, AL
Firm
MorganStanley SmithBarney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. James D. Bolton, CFP®
(888) 599-9651
3120 Frederick Rd Ste G
Opelika, AL
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Intergenerational Planning, Investment Management, Long-Term Care

Data Provided By:
Wells Fargo - Village Mall
(334) 887-4470
2001 E University Dr
Auburn, AL
Type
Branch
Office Hours
Mon-Fri 08:30 AM-05:00 PM
Sat 08:30 AM-11:30 AM
Sun Closed

Data Provided By:

Documents to Prepare for Commercial Mortgage Financing

Banks and financial lenders require documentation to be submitted with commercial mortgage financing applications. As a general requirement, they ask for documents pertaining to the borrower's income and assets. Documentation requirements vary depending on the type of loan and its purpose.

Below is a checklist of common documentation requirements that you may use when preparing to get commercial mortgage financing . Not all may actually be required but you should at least have an idea of how to produce the documents should it be asked. The lender may request for original copies in order to validate your documents, but the originals will be returned after taking photocopies for their records.

Verification of Income Signed tax returns (1040's) or W2 forms - latest or past two filings Pay Stubs - the latest monthly pay stub (four stubs for weekly pay) Verification of Social Security and/or Pension benefits Rental Agreements or Leases (investment properties) Asset account statements (for past two months) where down payment is coming from (if purchasing) Verification of Assets Most recent bank statement (could be for 6, 12 or 24 month period) Stocks and/or Bonds dividends statements Gift letter (stating amount and date funds were transferred along with donor information) 401k statement (retirement savings) Loan Type Transaction Purchase Agreement contract Legal description of property (from site survey or existing title commitment) Copy of existing Site Survey Copy of recent property tax bills Hazard Insurance information sheet Verification of Mortgage / Land Contract / Rent Payment history for past 12 months Address of Investor or copy of payment coupon with address Home Improvement / Construction Plans and Specifications Construction Contract with licensed builder Copy of deed and survey for land owned Builder information Old appraisal info (if applicable) In addition some other miscellaneous documents may be required. For example,...

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