Commercial Mortgage Financing Covington KY

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

Robert Carroll
The Alpine Financial Group
(513) 861-1889
2142 Alpine Place
Cincinnati, OH
Expertises
Helping Clients Identify & Achieve Goals, Divorce Planning, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, CPA

John Ritter
Ritter Daniher Financial Advisory, LLC
(513) 233-0715
7529-A State Road
Cincinnati, OH
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Estate & Generational Planning Issues, Ongoing Investment Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS

Robert Riccardi
Ritter Daniher Financial Advisory, LLC
(513) 233-0715
7529-A State Road
Cincinnati, OH
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Estate & Generational Planning Issues, Ongoing Investment Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeffrey Daniher
Ritter Daniher Financial Advisory, LLC
(513) 233-0715
7529-A State Road
Cincinnati, OH
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Estate & Generational Planning Issues, Ongoing Investment Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, AEP, CFP®, CLU, CTFA

Allen Osgood
Financial Freedom, LLC
(513) 697-6400
8044 Montgomery Road, Suite 700
Cincinnati, OH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Matthew Yerkes
Yerkes Financial Advisors
(513) 528-8270
431 Ohio Pike North, Suite 210
Cincinnati, OH
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CPA, PFS

Ronda Koehler
Ritter Daniher Financial Advisory, LLC
(513) 233-0715
7529-A State Road
Cincinnati, OH
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Estate & Generational Planning Issues, Ongoing Investment Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Gregory Busch
Ritter Daniher Financial Advisory, LLC
(513) 233-0715
7529-A State Road
Cincinnati, OH
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

David Foster
Foster & Motley, Inc.
(513) 561-6640 Ext: 14
7755 Montgomery Road, Suite 100
Cincinnati, OH
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

John Lame
Lenox Wealth Management
(513) 618-7080
8044 Montgomery Road, Suite 480
Cincinnati, OH
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues, Tax Planning, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

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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