Commercial Mortgage Financing Cedar Falls IA

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

Mr. Steven E. Peters, CFP®
(319) 277-2020
4807 University Ave Ste 101
Cedar Falls, IA
Firm
Ameriprise Financial Services

Data Provided By:
Mr. James C. Bosier, CFP®
(319) 596-1112
602 Main Street
Cedar Falls, IA
Firm
The Accel Group

Data Provided By:
Andrew Fober, CFP®
(319) 268-4334
4600 University Ave
Cedar Falls, IA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning

Data Provided By:
Ms. Erica B. Jacobson, CFP®
(319) 266-2445
411 Clay Street
Cedar Falls, IA
Firm
Jacobson Financial Services, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Life Planning, Life Transitions

Data Provided By:
Mr. Richard A. Yantis, CFP®
(319) 277-3787
4600 University Ave Ste 2
Cedar Falls, IA
Firm
Yantis & Associates Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Daryl F. Kruse, CFP®
(319) 833-1900
2725 Minnetonka Dr
Cedar Falls, IA
Firm
Ameriprise Financial

Data Provided By:
Mr. H. Richard Dobson Jr., CFP®
(319) 277-3613
6003 University Ave Ste D
Cedar Falls, IA
Firm
Professional Brokerage Service

Data Provided By:
Ms. Cindy S. Gleason, CFP®
(319) 234-1213
721 W 1st St Ste B
Cedar Falls, IA
Firm
Gleason Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Scott J Sernett, CFP®
(319) 235-3356
1025 Technology Pkwy Ste B
Cedar Falls, IA
Firm
Northwestern Mutual Wealth Management Company
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Angela J. Thoren, CFP®
(319) 277-2020
4807 University Avenue
Cedar Falls, IA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Employee and Employer Plan Benefits

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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