Commercial Mortgage Financing Auburn WA

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.

John Carmody
Carmody Investment Advisors
(206) 241-8433
1208 SW Normandy Terrace
Seattle, WA
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Heidi Davis
Columbia Financial Planning, LLC
(425) 943-0001
8 Columbia Key
Bellevue, WA
Expertises
Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Women's Financial Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Kenneth S Schiewetz, CFP®
(253) 943-5014
32001 S 32nd Street
Federal Way, WA
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided By:
Thomas G Herrin, CFP®
(253) 835-8074
32015 1st Avenue South
Federal Way, WA
Firm
Raymond James Financial Services Inc. member FINRA/SIPC
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management

Data Provided By:
Mr. Matthew P. Jarvis, CFP®
(253) 838-9703
33308 13th Pl S Unit 3
Federal Way, WA
Firm
Jarvis Financial
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Troy Sapp
Commencement Financial Planning, LLC
(253) 820-6432
611 N. Fife Street
Tacoma, WA
Expertises
Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Ongoing Investment Management, High Net Worth Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Alan L Writer, CFP®
(425) 275-1936
20 M St NE
Auburn, WA
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Ms. Terri L. Conger, CFP®
(253) 943-5005
32001 32nd Ave S Ste 330
Federal Way, WA
Firm
Merrill Lynch Bank & Trust Co., Fsb
Areas of Specialization
General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management, Women's Finances

Data Provided By:
Elizabeth A. Munro, CFP®
(253) 874-9976
33400 9th Ave S Ste 100
Federal Way, WA
Firm
Morgan Stanley
Areas of Specialization
Divorce Issues, Elder Care, Employee and Employer Plan Benefits, Retirement Planning, Women's Finances

Data Provided By:
Mr. Amedee S. Sanchez, CFP®
(253) 874-0320
33305 1st Way S
Federal Way, WA
Firm
Sanchez Blackner & Company

Data Provided By:
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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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