Commercial Mortgage Financing Beverly Hills CA

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

Bryan Wisda
Summit Wealth Management, Inc.
(310) 246-5770
9465 Wilshire Boulevard, Suite 450
Beverly Hills, CA
Expertises
Advising Medical Professionals, Women's Financial Planning Issues, Professional Athletes or Entertainers, Planning Issues for Unmarried & Same-Sex Couples, Estate & Generational Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Jennifer Hartman
Greenleaf Financial Group
(323) 330-0579
5900 Wilshire Blvd. Suite 2600
Los Angeles, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, College/Education Planning, Planning Issues for Unmarried & Same-Sex Couples, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, MFA

Alfred McIntosh
McIntosh Capital Advisors,Inc.
(310) 470-4056
10801 National Blvd., Suite 610
Los Angeles, CA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, PFP

David DeWolf
Quantum Wealth Management
(310) 568-1204
600 Corporate Pointe, Suite 1120
Culver City, CA
Expertises
Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Entrepreneurs, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Roberta Jean Smith
Matrix Planning, Inc.
(310) 399-0457 Ext: 2
3015 Main Street, Suite 403
Santa Monica, CA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, MS, PDPFP

Thomas McFarland
The Darrow Company, Inc.
(310) 556-2220
1800 Century Park East, Suite 600
Los Angeles, CA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Kathleen Hartman
Greenleaf Financial Group
(323) 330-0579
5900 Wilshire Blvd. Suite 2600
Los Angeles, CA
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Darius Gagne
Quantum Wealth Management
(310) 568-1204
600 Corporate Pointe, Suite 1120
Culver City, CA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Professional Athletes or Entertainers
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, PhD

Dirk Huybrechts
HFM Advisors
(310) 479-7958
P.O. Box 491695
Los Angeles, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, PFP

Jennifer Hartman
Greenleaf Financial Group
(323) 330-0579
520 Broadway, Suite 350
Santa Monica, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, College/Education Planning, Planning Issues for Unmarried & Same-Sex Couples, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, MFA

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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