Commercial Mortgage Financing Boone NC

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

Mr. Gary Thomas Moss Jr., CFP®
(828) 264-8990
4469 Bamboo Rd Ste 105
Boone, NC
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Ms. Patricia L. Smith, CFP®
(828) 264-8990
4469 Bamboo Rd
Boone, NC
Firm
Ameriprise Financial Services,Inc
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Tax Planning, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Michael Earl Steele, CFP®
(828) 264-1248
184 Realty Row
Boone, NC
Firm
Michael E. Steele, CFP
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Daniel E. Jobe, CFP®
(828) 265-9494
183 Rembrandt Dr.
Boone, NC
Firm
VALIC Financial Advisors

Data Provided By:
Mr. Jonathan C. Allen, CFP®
(828) 268-9693
980 Highway 105
Boone, NC
Firm
Allen Wealth Management LLC
Areas of Specialization
Asset Allocation, Estate Planning, Investment Planning, Long-Term Care, Tax Planning, Wealth Management

Data Provided By:
Mr. James Donald Miller, CFP®
(828) 262-5714
136 Furman Rd. Suite 9
Boone, NC
Firm
James Donald Miller, CPA/PFS, P. A.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Data Provided By:
Mr. J. Michael Eldridge, CFP®
(828) 264-0066
Suite 302 Colony Place
Boone, NC
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
William M Helms Jr., CFP®
(828) 262-3777
895 State Farm Rd. Ste. 210
Boone, NC
Firm
Lincoln Financial Securities

Data Provided By:
Mr. Don R. Cox, CFP®
(828) 262-6223
Appalachian State Univ
Boone, NC
Firm
College of Business

Data Provided By:
Dr. Ivan C. Roten, CFP®
(828) 262-6943
Department Of Finance, Banking And Insurance
Boone, NC
Firm
Appalachian State University

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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