Commercial Mortgage Financing Greenville SC

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

Mr. Jeremy L. Strickler, CFP®
(864) 282-2935
531 S Main St ML-1
Greenville, SC
Firm
Raymond James & Associates
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Jason E. Lewis, CFP®
(864) 232-8670
27 Cleveland Street, Suite 202
Greenville, SC
Firm
Reynolds Investment Management
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. J. Scott Davis, CFP®
(864) 787-6308
130 S Main St Fl 6
Greenville, SC
Firm
Wagner Wealth Management
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Ms. Beth Wright Woodside, CFP®
(864) 232-9950
110 W Broad St
Greenville, SC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Tax Planning, Tax Preparation

Data Provided By:
Mrs. Pamela G Batson, CFP®
(864) 370-7276
501 River St
Greenville, SC
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Donald Scott Clardy, CFP®
501 E McBee Ave Ste 101
Greenville, SC
Firm
Northwestern Mutual

Data Provided By:
Benjamin Arthur Worley, CFP®
(864) 991-6028
501 E McBee Ave
Greenville, SC
Firm
Northwestern Mutual
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Insurance Planning, Young Professionals
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
Mrs. Brandon R. Cabaniss, CFP®
(864) 282-2935
531 S Main St
Greenville, SC
Firm
Raymond James & Associates

Data Provided By:
Paul William Foster, CFP®
(864) 679-3841
501 E McBee Ave Ste 101
Greenville, SC
Firm
Northwestern Mutual Financial Network

Data Provided By:
Mr. Terry L. Norris, CFP®
(864) 235-6408
605 North Main St.
Greenville, SC
Firm
Norris Financial Group, LLC
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Business Executives

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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