Commercial Mortgage Financing Herndon VA

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

Carl Emerick
Sentinel Wealth Management, Inc.
(703) 871-5018
11710 Plaza America Drive, Suite 130
Reston, VA
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MS

Dean Knepper
Lifetime Financial Planning, Inc.
(703) 779-0515
2325 Dulles Corner Blvd., Suite 500
Herndon, VA
Expertises
Investment Advice without Ongoing Management, College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mitchell Martin
Mitchell Advisory, Inc.
(703) 481-9868
11710 Plaza America Drive, Suite 2000
Reston, VA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Advising Entrepreneurs, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Daniel Joss
Fox, Joss & Yankee, LLC
(703) 889-1111
1925 Isaac Newton Square, Suite 400
Reston, VA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Advising Entrepreneurs, Retirement Planning & Distribution Rules, College/Education Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, Other

Frank Boucher
Boucher Financial Planning Services
(703) 391-8466
1900 Campus Commons Drive, Suite 100
Reston, VA
Expertises
Hourly Financial Planning Services, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CEBS, CFP®

Marjorie Fox
Fox, Joss & Yankee, LLC
(703) 889-1111
1925 Isaac Newton Square, Suite 400
Reston, VA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, BA, CFP®, JD

Bonnie Sewell
American Capital Planning, LLC
(703) 579-7031
11921 Freedom Drive
Reston, VA
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Advising Entrepreneurs, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Gerald Cannizzaro
Ticknor, Atherton and Associates
(703) 476-3521
12040 South Lakes Drive, #201
Reston, VA
Expertises
Advising Employee Benefit Plan Participants, College/Education Planning, Ongoing Investment Management, Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, MBA

Joel Ticknor
Ticknor, Atherton and Associates
(703) 476-3521
12040 South Lakes Drive, #201
Reston, VA
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, BA, CFP®

Jon Yankee
Fox, Joss & Yankee, LLC
(703) 889-1111
1925 Isaac Newton Square, Suite 400
Reston, VA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Financial Issues Between Generations, College/Education Planning, Retirement Planning & Distribution Rules
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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