Commercial Mortgage Financing Idaho Falls ID

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

Joseph Call
Spinnaker Financial Advisors, LLC
(208) 542-0742
2962 Cortez Avenue
Idaho Falls, ID
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Patrick A. Trimp, CFP®
(208) 542-0161
1195 South Boulevard
Idaho Falls, ID
Firm
Wells Fargo
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Olin Keith Barkdull, CFP®
(208) 980-7262
PO Box 3302
Idaho Falls, ID
Firm
Barkdull Financial Group

Data Provided By:
Mr. Brian D. Daniels, CFP®
(208) 524-1417
2539 Channing Way Ste 260
Idaho Falls, ID
Firm
Thriivent Financial for Lutherans
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Planning, Long-Term Care

Data Provided By:
Ms. Vicki Motloch, CFP®
(208) 529-3993
1075 S Utah Ave Ste 100
Idaho Falls, ID
Firm
Waddell & Reed
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Government Employees

Data Provided By:
Mr. Glen C. Wright, CFP®
(208) 523-9900
3363 Merlin Dr
Idaho Falls, ID
Firm
Randall S. Linde & Associates
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Douglas L. Murphy, CFP®
(208) 528-6700
1522 Elk Creek Dr
Idaho Falls, ID
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Joseph R. Call, CFP®
(208) 542-0742
2962 Cortez Ave
Idaho Falls, ID
Firm
Spinnaker Financial Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. Daniel Mcpherson, CFP®
(208) 528-7922
1488 Midway Ave
Ammon, ID
Firm
Strategic Wealth Concepts

Data Provided By:
Mr. David L. Eckman, CFP®
(208) 533-6115
900 Pier View Dr.
Idaho Falls, ID
Firm
Wells Fargo Advisors, LLC

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