Commercial Mortgage Financing Germantown MD

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

Ken Diehl
Cornerstone Financial Planning, Inc.
(301) 253-0600
24908 Silver Crest Drive
Gaithersburg, MD
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA

Clark Kendall
Kendall Capital Management
(301) 838-9110
20 Courthouse Square
Rockville, MD
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, AEP, CFA, CFP®

Christopher Brown
Ivy League Financial Advisors LLC
(301) 258-1300
11 North Washington Street, Suite 250
Rockville, MD
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AIF, BA, BS, CFP®, MBA

John Ferguson
Ferguson Asset Management Inc.
(301) 670-0994
13305 Travilah Road
Potomac, MD
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Advising Entrepreneurs, Professional Athletes or Entertainers, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor

Thomas Conway
Connemara Fee Only Planning, LLC
(301) 998-6595
1700 Rockville Pike, Suite 400
Rockville, MD
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Estate & Generational Planning Issues, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Ted Halpern
Halpern Financial Inc
(240) 268-1000
401 N. Washington Street, Suite 920
Rockville, MD
Expertises
High Net Worth Client Needs, Advising Medical Professionals, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AAMS, CRPC, RFC, AWMA

Gregory Richardson
Halpern Financial Inc
(240) 268-1000
401 N. Washington Street, Suite 920
Rockville, MD
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Barry Korb
Lighthouse Financial Planning, LLC
(301) 996-7044
1515 Allview Drive
Potomac, MD
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Newlyweds & Novice Investors, College/Education Planning, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Stephen Lingle
Lighthouse Financial Planning, LLC
(301) 996-7044
1515 Allview Drive
Potomac, MD
Expertises
College/Education Planning, Investment Advice without Ongoing Management, Advising Employee Benefit Plan Participants, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Fred Cornelius
Burt Associates, Inc.
(301) 770-9880 Ext: 13
6010 Executive Boulevard, Suite 900
Rockville, MD
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

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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