Commercial Mortgage Financing Montrose CO

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

Mr. Robert J. Tesch, CFP®
(970) 240-1011
400 E Main St
Montrose, CO
Firm
Wells Fargo PCS
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Special Needs Planning, Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Not Applicable

Data Provided By:
Mr. Gary D. Bean, CFP®
(970) 240-3997
400 E Main St
Montrose, CO
Firm
Wells Fargo Advisors, LLC.
Areas of Specialization
Wealth Management

Data Provided By:
Wells Fargo - Montrose
(970) 249-2000
400 E Main St
Montrose, CO
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Wells Fargo - Montrose South
(970) 249-2000
1475 S Townsend Ave
Montrose, CO
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Elderado Financial
(970) 249-9900
1100 S. Townsend Ave
Montrose, CO
 
Adam J. Miller, CFP®
(970) 249-9900
1100 S Townsend Ave
Montrose, CO
Firm
Elderado Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Wealth Management

Data Provided By:
US Bank - Montrose Office
(970) 240-6000
1500 E Oak Grove Rd
Montrose, CO
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 06:00 pm
Sat 09:00 am to 12:00 pm

Wells Fargo - Montrose Mb
(970) 249-2000
402 S 1St St
Montrose, CO
Type
Motor Bank
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Advisers Investment Managagement, Inc.
(866) 785-0180
1007 S. 3rd. St
Montrose, CO
Expertises
retirement planning, 401(k) rollovers, investment management
Designations
CFP

Alpha & Omega Financial Svc
(970) 252-1808
125 Colorado Ave # A
Montrose, CO

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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