Commercial Mortgage Financing DuBois PA

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

Ms. Lisa A. Fredette, CFP®
(814) 594-5817
994 Beaver Dr
Dubois, PA
Firm
Metlife Financial Services
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Scott M. Barber, CFP®
(814) 371-8187
196 W Dubois Ave
Dubois, PA
Firm
Barber Financial Co., Inc.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: Not Applicable

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Mark S. Mckinley, CFP®
(814) 849-8586
273 Main St
Brookville, PA
Firm
McKinley & Co., P.C.
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Preparation
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
McKinley & Co., P.C
(814) 849-8586
395 Main Street, Suite B
Brookville, PA
 
Altman & Montgomery
(814) 849-2328
100 Franklin Avenue
Brookville, PA
 
Mr. Robert J. Knox, CFP®
(814) 371-6628
511 Treasure Lake
Dubois, PA
Firm
Knox Financial

Data Provided By:
Ms. Caroline Louise Rearick, CFP®
838 Maple Ave
Dubois, PA
Firm
Prudential Insurance Co of America

Data Provided By:
Brookville Borough Tax Collector
(814) 849-8850
18 Western Avenue,, Suite J
Brookville, PA
 
H & R Block
(814) 849-4744
190 Main Street
Brookville, PA
 
Edward Jones
(814) 849-3030
205 Main Street
Brookville, PA
 
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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