Commercial Mortgage Financing Billings MT

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

Mrs. Julie K. Sullivan, CFP®
(406) 255-8700
401 N 31st St Ste 900
Billings, MT
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mrs. Teresa L. Darnielle Morse, CFP®
(406) 255-8750
404 N 31st St Ste 300
Billings, MT
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Jim L. Morrison, CFP®
(406) 294-3080
914 Wyoming Avenue
Billings, MT
Firm
Creative Business Strategies,

Data Provided By:
Mr. Carl A. Hansen, CFP®
(406) 248-7851
208 N Broadway Ste 100
Billings, MT
Firm
DA Davidson & Co
Areas of Specialization
Investment Management, Planning for Couples, Wealth Management
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. Bruce J. Ready, CFP®
(866) 902-5506
550 N 31st St, Suite 100
Billings, MT
Firm
Merrill Lynch

Data Provided By:
Mr. Chad A. Lippert, CFP®
(406) 248-7851
Hart Albin Building
Billings, MT
Firm
DA Davidson
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Timothy Christensen, CFP®
(406) 655-9228
US Bank Building, Suite 300
Billings, MT
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Brian J. Bentley, CFP®
401 N 31st St Ste 1300
Billings, MT
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. Stephen Courtney Knudson, CFP®
(406) 238-8900
401 N 31st St Fl 13
Billings, MT
Firm
Morgan Stanley Wealth Management
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 Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Thomas A. Morrison, CFP®
(406) 245-5999
742 Grand Ave
Billings, MT
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



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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