Commercial Mortgage Financing Fountain CO

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

Craig Carnick
Carnick & Company
(719) 579-8000
675 Southpointe Court, Suite 102
Colorado Springs, CO
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Connie Hancock
Petra Financial Advisors, Inc.
(719) 636-9000
2 North Cascade, Suite 720
Colorado Springs, CO
Expertises
Estate & Generational Planning Issues, Tax Planning, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Professional Athletes or Entertainers
Certifications
NAPFA Registered Financial Advisor, CFP®

Mary Brooks
Brooks Financial Planning
(719) 492-1833
34 South Sierra Madre Street
Colorado Springs, CO
Expertises
Financial Issues Between Generations, Hourly Financial Planning Services, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, M.Ed.

Jane Young
Pinnacle Financial Concepts, Inc.
(719) 260-9800 Ext: 4
7025 Tall Oak Drive, Suite 210
Colorado Springs, CO
Expertises
Advising Medical Professionals, Women's Financial Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Divorce Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

Susan Strasbaugh
Strasbaugh Financial Advisory, Inc.
(719) 265-4600
8580 Scarborough Drive, Suite 145
Colorado Springs, CO
Expertises
Retirement Planning & Distribution Rules, Advising Medical Professionals, Ongoing Investment Management, Tax Planning, Women's Financial Planning Issues, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA

David Forbes
Petra Financial Advisors, Inc.
(719) 636-9000
2 North Cascade, Suite 720
Colorado Springs, CO
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®

Deborah Hoskins
Pikes Peak Financial Planning LLC
(719) 578-3309
102 S. Tejon Street Suite 1100
Colorado Springs, CO
Expertises
Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, JD, MS

Steven King
King Financial Planning & Management, LLC
(719) 302-1088
2 N. Cascade Avenue, Suite 1100
Colorado Springs, CO
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Planning Concerns for Corporate Executives, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Linda Leitz
Pinnacle Financial Concepts, Inc.
(719) 260-9800 Ext: 4
7025 Tall Oak Drive, Suite 210
Colorado Springs, CO
Expertises
Divorce Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CDP, CFP®, EA

Mrs. Clarissa R. Hobson, CFP®
(719) 579-8000
675 Southpointe Ct Ste 102
Colorado Springs, CO
Firm
Carnick & Kubik
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Planning, Women's Finances

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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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