Commercial Mortgage Financing Bend OR

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

Jay Kolar
Valentine Ventures, LLC
(541) 389-4148
550 SW Industrial Way, Bldg 2, Suite 201
Bend, OR
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Mark A. Reifschneider, CFP®
(541) 706-8560
120 SW Crowell Way
Bend, OR
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, General Financial Planning, Intergenerational Planning, Investment Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Devin J Harrigan, CFP®
(541) 382-4847
975 SW Colorado Suite 200
Bend, OR
Firm
Ascent Capital Management LLC

Data Provided By:
Jack Schniepp
807 SW Industrial Way
Bend, OR
Company
Title: Financial Consultant, CFP®
Company: Wells Fargo Advisors
Education
Westmont College, Bachelor's Degree
East Stroudsburg Uni., Master's Degree
Years Experience
Years Experience: 7
Service
Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Investment Consulting & Alloca

Data Provided By:
Kirby Reed Kleinsmith, CFP®
(541) 788-4362
20040 Old Rock House Rd
Bend, OR
Firm
Kleinsmith Resource Management, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided By:
Mr. Brian K. Stallcop, CFP®
(541) 633-7728
19800 Village Office Ct Ste 103
Bend, OR
Firm
Sherpa Wealth Strategies LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Adam J. Brooks, CFP®
(541) 330-6411
360 SW Powerhouse Dr Ste 310
Bend, OR
Firm
Commonwealth Financial Network

Data Provided By:
Mr. Roger E. Vlach, CFP®
(541) 706-8560
320 SW Upper Terrace Dr Ste 200
Bend, OR
Firm
Wells Fargo Advisors
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Justin W. Rae, CFP®
(541) 617-6012
705 SW Bonnett Way Ste 1200
Bend, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Insurance Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Eric J. White, CFP®
(541) 385-7089
755 SW Bonnett Way
Bend, OR
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Long-Term Care

Data Provided By:
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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