Commercial Mortgage Financing Missoula MT

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

Ms. Debra A. Smith, CFP®
(406) 542-7718
1800 S Reserve St
Missoula, MT
Firm
Rocky Mtn Financial Advisors
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Gregory L. Schmautz, CFP®
(406) 728-3916
306 Railroad St W
Missoula, MT
Firm
Waddell & Reed Financial Servi
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Jared Lee Losing, CFP®
(406) 541-2100
2615 Connery Way
Missoula, MT
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Roger Timothy Roy, CFP®
(406) 541-8104
105 N Higgins Ave
Missoula, MT
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Frank G. D'Angelo, CFP®
(406) 543-8244
283 W Front St
Missoula, MT
Firm
D A Davidson & Co

Data Provided By:
Mr. Daniel Ortt, CFP®
(406) 830-3992
2425 W. Central
Missoula, MT
Firm
Ortt Financial Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Insurance Planning, Investment Management

Data Provided By:
Dixie S. Hall, CFP®
(406) 541-4665
2620 Connery Way
Missoula, MT
Firm
Thrivent Financial For Lutherans
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Risk Management

Data Provided By:
Mr. James R. Benson Jr., CFP®
(800) 332-1615
283 W Front St Ste 101
Missoula, MT
Firm
D.A.Davidson& Co.

Data Provided By:
Mr. Kurt F. Ingold, CFP®
(406) 728-5214
6160 Wildcat Rd
Missoula, MT

Data Provided By:
Sydney E. Carlino, CFP®
(406) 543-8244
283 W. Front St, Suite 101
Missoula, MT
Firm
DA Davidson

Data Provided By:
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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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