Commercial Mortgage Financing Issaquah WA

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

Heidi Davis
Columbia Financial Planning, LLC
(425) 943-0001
8 Columbia Key
Bellevue, WA
Expertises
Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Women's Financial Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Matthew Moser
Moser Wealth Advisors, PLLC
(425) 451-1850
2135 112th Avenue NE, Suite 100
Bellevue, WA
Expertises
Retirement Plan Investment Advice, Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MST

Frederic Kutscher
Kutscher Rhodes & Benner, Inc.
(206) 382-4414
705 Second Avenue, Suite 800, Hoge Building
Seattle, WA
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning, Charitable Giving - Trusts & Foundations, Advising Entrepreneurs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, JD, MS

Ben Jennings
SoundView Advisors
(360) 867-9890
1700 Seventh Avenue, Suite 2100
Seattle, WA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, CPA/PFS

Elaine Scoggins
Merriman, Inc
(206) 285-8877
800 5th Avenue, Suite 2900
Seattle, WA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Eric Linger
Sherwood Investment Services
(425) 898-8989
23705 NE 61st Street
Redmond, WA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Estate & Generational Planning Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BSEE, MBA, MSEE

Robert Abbott
Harvest Capital Advisors, Inc.
(425) 827-6236 Ext: 107
11000 NE 33rd Place, Suite 301
Bellevue, WA
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, ChFc, CLU, MSFS

Michelle Fait
Satori Financial LLC
(206) 320-9263
1001 Fourth Avenue, Suite 3200
Seattle, WA
Expertises
Tax Planning, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

David Lamp
BBJS Financial Advisors, LLC
(206) 682-4840
1501 Fourth Avenue, Suite 2880
Seattle, WA
Expertises
High Net Worth Client Needs, Alternative or Private Investments, Hourly Financial Planning Services, Planning Concerns for Corporate Executives, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Eric Turloff
Turloff Financial Consulting, Inc.
(206) 842-1422
701 5th Ave
Seattle, WA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Tax Planning, Advising Entrepreneurs, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, BBA, CFA, CPA

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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