Commercial Mortgage Financing Flower Mound TX

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

R. Douglas Pauley
Pauley Financial Services, Inc.
(972) 998-6468
4509 Saint Clair Ct
Flower Mound, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Divorce Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, BS, CFP®, MBA

Christopher Currin
Pegasus Advisors, LLC
(877) 799-4647
1701 W Northwest Hwy Ste 100
Grapevine, TX
Expertises
Retirement Planning & Distribution Rules, Tax Planning, Investment Advice without Ongoing Management, Insurance Related Issues, including Annuities, Special Needs Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Bryan Clintsman
Clintsman Financial Planning
(817) 410-8200
660 N. Carroll Ave., Ste #140
Southlake, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Brent Little
Odyssey Wealth Management, LP
(972) 636-5037
545 E. John Carpenter Freeway, Suite 300
Irving, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Estate & Generational Planning Issues, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Jarrod Upton
Investors Asset Management, Inc.
(972) 985-7162
5000 Legacy Drive, Suite 180
Plano, TX
Expertises
Helping Clients Identify & Achieve Goals, Socially Responsible Investments, Estate & Generational Planning Issues, Advising Employee Benefit Plan Participants, Planning Concerns for Corporate Executives, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, MS

Bryan Lee
Strategic Financial Planning, Inc.
(972) 403-1234
860 Hebron Parkway
Lewisville, TX
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Steve Blankenship
Heritage Financial Planning
(817) 410-5725
1452 Hughes Road, Suite 233
Grapevine, TX
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Glenn Bishop
GA Bishop and Associates, LLC
(972) 393-3716
1101 S. Broadway Street, Suite 200
Carrollton, TX
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Divorce Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, CMA

Deidra Fulton
Fulton Financial Planning, Inc.
(972) 248-3807
5068 West Plano Parkway, Suite 227
Plano, TX
Expertises
Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, College/Education Planning, Middle Income Client Needs, Women's Financial Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Bryan Lee
Strategic Financial Planning, Inc.
(972) 403-1234
6513 Preston Road, Suite 100
Plano, TX
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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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