Commercial Mortgage Financing Gallatin TN

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

Donald Claussen
Financial Pathfinders, LLC
(615) 824-2322
101 West Ridge Road
Hendersonville, TN
Expertises
Newlyweds & Novice Investors, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Thomas Stephen Cooper, CFP®
(615) 293-4076
1204 Nashville Pike
Gallatin, TN
Firm
Investment Professionals, Inc
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Joseph M. Starr, CFP®
(615) 824-9850
104 Camarado Ln
Hendersonville, TN
Firm
American Heart Association

Data Provided By:
Mr. William Daniel Prestage, CFP®
(615) 826-5749
181 E Main St Ste 7
Hendersonville, TN
Firm
Wood Financial Group, LLC
Areas of Specialization
Comprehensive Financial Planning, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Mr. Scott F. Davis, CFP®
(615) 553-2704
2598 N MOUNT JULIET RD STE 100
Mount Juliet, TN
Firm
Family Tree Wealth Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Dale Alan Mingledorff, CFP®
(615) 452-2349
343 Hancock St Ste B
Gallatin, TN
Firm
Horace Mann Investors
Areas of Specialization
Investment Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. Joseph N Montalbano, CFP®
(615) 742-8759
1029 Heathrow Ln
Hendersonville, TN
Firm
Northwestern Mutual
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Profession: Medical/Dental Professionals

Data Provided By:
Mr. Donald W. Claussen, CFP®
(615) 824-2322
101 W Ridge Dr
Hendersonville, TN
Firm
Financial Pathfinders LLC

Data Provided By:
Mr. David A. Rhodes, CFP®
(615) 553-5007
3735 N. Mount Juliet Rd.
Mt. Juliet, TN
Firm
TrustCore Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning

Data Provided By:
Mr. David W. Walden, CFP®
(615) 443-6531
623 West Main Street
Lebanon, TN
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Banking, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

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,...

Click here to read the rest of this article from GlobalBx