Commercial Mortgage Financing Layton UT

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

Mr. Kevin L. Flamm, CFP®
(801) 564-1881
PO Box 285
Kaysville, UT
Firm
Suncrest Financial Services, Inc

Data Provided By:
Mr. Stanley D. Brown, CFP®
(801) 546-4556
1571 E 575 N
Layton, UT
Firm
Lpl Financial Corporation

Data Provided By:
Mr. Robert K. Hall, CFP®
(801) 728-9450
80 E Antelope Drive
Layton, UT
Firm
Prepared Heritage Inc.
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Stephen D Thaeler, CFP®
(801) 774-5601
2307 N. Hill Field Road
Layton, UT
Firm
First Command Financial Planning
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Government Employees

Data Provided By:
Mr. Shu Ming Tse, CFP®
(801) 774-8920
890 West Heritage Park Blvd, Suite 201
Layton, UT
Firm
S.M. TSE, CPA, P.C.

Data Provided By:
Mr. Michael P Weston, CFP®
(801) 808-1324
1188 Sportsplex Dr Ste 104
Kaysville, UT
Firm
Weston Wealth Management Group

Data Provided By:
Mr. Ryan G Poll, CFP®
(801) 525-9800
177 E Antelope Dr
Layton, UT
Firm
Raymond James Financial
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits

Data Provided By:
Mr. Michael E Pless, CFP®
(801) 678-9330
786 East Clearwater Court
Layton, UT
Firm
Integrity Financial Consulting

Data Provided By:
Mr. Blake J. Nelson, CFP®
(801) 786-8458
1268 N Hill Field Rd
Layton, UT
Firm
CUNA Mutual Group
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. James W. Barlow, CFP®
(801) 773-1644
2317 North Hill Field Road
Layton, UT
Firm
Financial Network Investment C
Areas of Specialization
Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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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