Commercial Mortgage Financing Cedar Rapids IA

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

Jean Mote
Mote Wealth Management, LLC
(319) 393-4020
4300 Northwood Drive NE
Cedar Rapids, IA
Expertises
Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Kimberly L Hillyard, CFP®
(319) 298-5282
221 3rd Ave SE
Cedar Rapids, IA
Firm
McGladrey Wealth Management, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Kevin D. Bruns, CFP®
(319) 743-7151
500 1st Ave NE
Cedar Rapids, IA
Firm
Cedar Rapids Bank and Trust

Data Provided By:
Mr. Brian R. Globokar, CFP®
(319) 338-1522
240 3rd Ave SE
Cedar Rapids, IA
Firm
Hills Bank And Trust Company

Data Provided By:
Mr. R. J. (Rick) Oberreuter, CFP®
(319) 368-7005
221 3rd Ave SE Ste 550
Cedar Rapids, IA
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Long-Term Care, Retirement Planning, Securities

Data Provided By:
Eric Mote
Mote Wealth Management, LLC
(319) 393-4020
4300 Northwood Drive NE
Cedar Rapids, IA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Brian S. Brandt, CFP®
(319) 362-2149
200 2nd Ave SE
Cedar Rapids, IA
Firm
Principal Financial Group, Inc.

Data Provided By:
Ms. Ellen E. Hull, CFP®
(319) 743-7170
500 1ST AVE NE STE 100
Cedar Rapids, IA
Firm
Cedar Rapids Investment Consulting
Areas of Specialization
General Financial Planning

Data Provided By:
Mr. Kirk A Sadilek, CFP®
(319) 362-2149
200 SECOND AVE SE
CEDAR RAPIDS, IA
Firm
PRINCIPAL FINANCIAL GROUP
Areas of Specialization
Asset Allocation, Business Succession Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Richard Duane Richardson, CFP®
(319) 368-4388
222 2nd Ave SE
Cedar Rapids, IA
Firm
U.S. Bank, NA & U.S. Bancorp Insurance Services, LLC

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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