Commercial Mortgage Financing Lenexa KS

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

Richard Salmen
GTrust
(913) 451-0900
11225 College Boulevard, Suite 410
Overland Park, KS
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Tax Planning, Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CTFA, EA, MBA

Matthew Syverson
Syverson & Company, LLC
(913) 317-6000
7500 College Blvd., Suite 140
Overland Park, KS
Expertises
High Net Worth Client Needs, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Special Needs Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CAP, CFP®

Howard Rothwell
Stepp & Rothwell, Inc.
(913) 345-4800
7300 College Boulevard, Suite 100
Overland Park, KS
Expertises
Ongoing Investment Management, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, MBA

Dean Cherpitel
Legacy Wealth Planning, LLC
(913) 648-4668
5750 W. 95th Street, Suite 128
Overland Park, KS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, ChFc

Lynn Garrison
Legacy Wealth Partners, LLC
(913) 338-4530
11011 King Street
Overland Park, KS
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Financial Issues Between Generations, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®

Kathleen Stepp
Stepp & Rothwell, Inc.
(913) 345-4800
7300 College Boulevard, Suite 100
Overland Park, KS
Expertises
Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS

Rosemary Danielson
Balanced Financial Planning, Inc.
(913) 677-1090
6701 West 64th Street, Suite 100
Overland Park, KS
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Daniel Weeks
Syverson & Company, LLC
(913) 317-6000
7500 College Blvd., Suite 140
Overland Park, KS
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Kenneth Eaton
Stepp & Rothwell, Inc.
(913) 345-4800
7300 College Boulevard, Suite 100
Overland Park, KS
Expertises
Financial Issues Between Generations, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Samantha Kopek
GTrust
(913) 451-0900
11225 College Boulevard, Suite 410
Overland Park, KS
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

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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