Commercial Mortgage Financing Evansville IN

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

T. Taylor Payne
Payne Wealth Partners, Inc.
(812) 477-6221
7144 East Virginia Street
Evansville, IN
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Matthew E. Volkman, CFP®
(812) 436-4000
519 Main St Ste 100
Evansville, IN
Firm
Pettinga Financial Advisors

Data Provided By:
Mr. Donald F Shymanski, CFP®
(812) 456-3893
20 NW 3rd St
Evansville, IN
Firm
Fifth Third Bank

Data Provided By:
Mr. Brian J. Goebel, CFP®
(812) 436-4000
519 Main St Ste 100
Evansville, IN
Firm
Pettinga Financial Advisors

Data Provided By:
Mr. Steven R Taylor, CFP®
(812) 425-6251
25 NW Riverside Drive
Evansville, IN
Firm
Wells Fargo Advisors
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Investment Management, Wealth Management

Data Provided By:
Mr. Nathan M Osburn, CFP®
(812) 401-1527
420 Main
Evansville, IN
Firm
Wheeler Financial Services, LLC
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Richard W. Lancaster, CFP®
(502) 681-8382
123 Locust St
Evansville, IN
Firm
High Net Worth Consulting
Areas of Specialization
Accounting, Insurance Planning, Investment Management, Retirement Planning, Small Business Planning, Tax Preparation, Wealth Management

Data Provided By:
Ms. Jacqueline K. Russell, CFP®
(800) 830-0362
One Main Street
Evansville, IN
Firm
Old National Wealth Management

Data Provided By:
Teri M. Hollander Albin, CFP®
(812) 426-1481
110 Main Street
Evansville, IN
Firm
JJB Hilliard, WL Lyons, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning

Data Provided By:
Mr. Mark V. Pettinga, CFP®
(812) 436-4000
519 Main St Ste 100
Evansville, IN
Firm
Pettinga Financial Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

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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