Commercial Mortgage Financing Chevy Chase MD

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

Kathleen Hastings
FBB Capital Partners
(301) 657-8870
4520 East West Highway, Suite 450
Bethesda, MD
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CASL, CFP®, ChFc, CLU

Donald Lord
The Family Firm, Inc.
(301) 656-3999
8120 Woodmont Avenue, Suite 630
Bethesda, MD
Expertises
Retirement Plan Investment Advice, Estate & Generational Planning Issues, Planning Issues for Business Owners, High Net Worth Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC

Mehmood Nathani
Altius Financial Advisors, LLC
(301) 961-1585
3 Bethesda Metro Center, Suite 700
Bethesda, MD
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Hourly Financial Planning Services, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

John Dolan
Dolan Financial Corporation
(301) 495-5900
8455 Colesville Road, Suite 710
Silver Spring, MD
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Kristofor Behn
Fieldstone Financial Management Group, LLC
(800) 888-5164
6701 Democracy Plaza, Suite 300
Bethesda, MD
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Financial Issues Between Generations, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mary Malgoire
The Family Firm, Inc.
(301) 656-3999
8120 Woodmont Avenue, Suite 630
Bethesda, MD
Expertises
Retirement Plan Investment Advice, Women's Financial Planning Issues, High Net Worth Client Needs, Advising Medical Professionals, Ongoing Investment Management, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Susan Fulton
FBB Capital Partners
(301) 657-8870
4520 East West Highway, Suite 450
Bethesda, MD
Expertises
Ongoing Investment Management, Socially Responsible Investments, Women's Financial Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Denise Leish
Money Plans
(301) 589-4250
8701 Georgia Avenue, Suite 710
Silver Spring, MD
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, MBA

Steven Thalheimer
Thalheimer Financial Planning
(301) 589-6868
715 Boundary Avenue
Silver Spring, MD
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MA

Veena Kutler
Garnet Group, LLC
(301) 564-3000
6701 Democracy Blvd.,Suite 505
Bethesda, MD
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, MBA

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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