Commercial Mortgage Financing Eugene OR

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

Jeffrey Yamada
MCS Financial Advisors
(541) 345-7023
360 East 10th Avenue, Suite 200
Eugene, OR
Expertises
High Net Worth Client Needs, Financial Issues Between Generations, Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Ben Utley
Physician Family Financial Advisors
(541) 463-0899
399 East 10th Avenue, Suite 103
Eugene, OR
Expertises
Advising Medical Professionals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Mr. Glen J. Lutz, CFP®
(541) 343-1729
3000 Gilham Rd
Eugene, OR
Firm
Concord Financial Counselors I
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Securities, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Sarah E Brooke, CFP®
(541) 683-4001
497 Oakway Road Ste 300
Eugene, OR
Firm
Sittner & Nelson, LLC Comprehensive Wealth Management

Data Provided By:
Mr. Richard F. Yost, CFP®
(866) 683-7012
1600 Executive Parkway
Eugene, OR
Firm
Fiscal Funding Inc
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Arthur Brunson
ADB Capital Management, LLC
(541) 302-5814
401 E. 10th Avenue, Suite 245
Eugene, OR
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Socially Responsible Investments, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Ryan Darwish
Darwish Capital Management
(541) 345-9025
5070 Donald Street
Eugene, OR
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Special Needs Planning, Financial Issues Between Generations, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, MBA

Mr. Michael S. Hall, CFP®
(541) 684-9000
2260 Oakmont Way Ste 5
Eugene, OR
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Wealth Management

Data Provided By:
Mr. Scott L. Pope, CFP®
(541) 345-5669
321 Mill St
Eugene, OR
Firm
Sustainable Wealth Management

Data Provided By:
Mr. Thomas E. Hannah, CFP®
(541) 685-2002
975 Oak St
Eugene, OR
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



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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