Commercial Mortgage Financing Durango CO

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

Paul Lemon
Integrated Financial Planning, PC
(970) 259-6739
269 North Road
Durango, CO
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Stephen Pease, CFP®
(970) 375-1291
1150 Main Ave Ste A
Durango, CO
Firm
Oxford Asset Management
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. James Michael Brost, CFP®
(970) 403-1234
150 E 9th St Ste 333
Durango, CO
Firm
Intelligent Investment Management, LLP
Areas of Specialization
Asset Allocation, General Financial Planning, Intergenerational Planning, Investment Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. John E. Ogier, CFP®
(970) 259-0937
940 Main Avenue
Durango, CO
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. G. Stephen Wheeldon, CFP®
(970) 403-1234
150 E 9th St Ste 333
Durango, CO
Firm
Intelligent Investment Management,LLP
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Stan Johnson
Comprehensive Financial Planning, Inc.
(970) 385-5227
1075 Main Avenue, Suite 216
Durango, CO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. David L. Rick, CFP®
(970) 259-5208
555 Rivergate Ste B1
Durango, CO
Firm
LPL Financial Services
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Stanley E. Johnson, CFP®
(970) 385-5227
1075 Main Ave Ste 216
Durango, CO
Firm
Comprehensive Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. David W. Smiley, CFP®
(970) 375-1291
1150 Main Ave Ste A
Durango, CO
Firm
Oxford Asset Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning, Small Business Planning, Social Security Planning

Data Provided By:
Mr. Paul A. Lemon, CFP®
(970) 259-6739
269 North Rd.
Durango, CO
Firm
Integrated Financial Planning, P.C.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Investment Management, Life Planning, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

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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