Commercial Mortgage Financing Knoxville TN

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

John Smartt
Financial Counseling & Administration
(865) 588-4159
2001 Partridge Run Lane
Knoxville, TN
Expertises
Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CPA

J. David Lewis
Resource Advisory Services, Inc.
(865) 560-0140
2099 Thunderhead, Suite 201
Knoxville, TN
Expertises
Helping Clients Identify & Achieve Goals, Advising Entrepreneurs, Advising Medical Professionals, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, MBA

Mr. Thomas A. Siler, CFP®
(865) 522-5183
800 S Gay St
Knoxville, TN
Firm
UBS Financial Services Inc

Data Provided By:
Mr. Michael R. Johnson, CFP®
(865) 521-8813
800 South Gay Street, Suite 2200
Knoxville, TN
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $500,001 - $1,000,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Brett C. Zion, CFP®
(865) 521-8820
800 South Gay Street #2200
Knoxville, TN
Firm
Merrill Lynch

Data Provided By:
Derek Kennedy
Kennedy Wealth Management, LLC
(865) 824-2834
200 Prosperity Drive
Knoxville, TN
Expertises
High Net Worth Client Needs, Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

R. Bryan Hankla
Resource Advisory Services, Inc.
(865) 560-0140
2099 Thunderhead, Suite 201
Knoxville, TN
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Lee W. Montgomery, CFP®
(865) 329-1287
800 S. Gay Street
Knoxville, TN
Firm
UBS
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Robert E. Claytor Ii, CFP®
(865) 971-2451
800 S Gay St
Knoxville, TN
Firm
First Tennessee Bank - Financial Planning
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. William Gordon Savage Jr., CFP®
(865) 766-8681
900 S Gay St
Knoxville, TN
Firm
BB&T Wealth Management
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: Not Applicable

Profession: Not Applicable

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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