Commercial Mortgage Financing Katy TX

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

Gary Busch
Busch Financial Planning
(832) 529-4518
15840 FM 529, Suite 211
Houston, TX
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Middle Income Client Needs, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Curtis Smith
Interactive Capital Management
(713) 521-9525
14090 Southwest Freeway, Suite 300
Sugar Land, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Advising Medical Professionals, Retirement Plan Investment Advice, Planning Issues for Business Owners, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®

Joseph Thomson
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Tax Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, JD

Larry Maddox
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Helping Clients Identify & Achieve Goals, Advising Entrepreneurs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Steven Estrin
The Financial Advisory Group Inc.
(713) 627-7660
5599 San Felipe. Suite 900
Houston, TX
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, MBA

Jared Jameson
WJ Interests, LLC
(281) 634-9400
2333 Town Center Drive, Suite 100
Sugar Land, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, College/Education Planning, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Henry Bragg
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA, MBA, MAcc

Peter Regan
CEP Financial LLC
(281) 685-9715
12345 Jones Road, Suite 190
Houston, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Insurance Related Issues, including Annuities, Planning Concerns for Corporate Executives, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, MBA

Richard Alphonso
The Financial Advisory Group Inc.
(713) 627-7660
5599 San Felipe. Suite 900
Houston, TX
Expertises
Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS, JD, MS

Mr. Emory R. Guest, CFP®
(281) 693-2222
23501 Cinco Ranch Blvd
Katy, TX
Firm
Cinco Ranch Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

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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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