Commercial Mortgage Financing Muncie IN

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

Mr. Sean P. Hanson, CFP®
207 N High St
Muncie, IN
Firm
Wealth Strategies Inc. / Transamerica Financial Advisors

Data Provided By:
Charles V. Sursa, CFP®
(765) 288-0362
400 S. Walnut St.
Muncie, IN
Firm
Raymond James & Associates
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Dennis E. Blair, CFP®
(765) 288-3820
Suite 120
Muncie, IN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Planning, Life Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. William T. Isaacs, CFP®
(765) 289-3366
207 N High St
Muncie, IN
Firm
Wealth Strategies Inc
Areas of Specialization
Investment Planning

Data Provided By:
Mr. Chris A. Miller, CFP®
(765) 289-9050
PO Box 1702
Muncie, IN
Firm
Miller Financial Management, LLC
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Dean E. Meyers, CFP®
(765) 288-4333
125 W Charles St
Muncie, IN
Firm
Edward Jones Co.
Areas of Specialization
Charitable Giving, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Young Professionals
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Stacy A. Terhune, CFP®
(765) 747-1521
200 E Jackson St
Muncie, IN
Firm
First Merchants Trust Company

Data Provided By:
Mr. Robert W. Lunsford, CFP®
(765) 288-3820
345 S. High St.
Muncie, IN
Firm
Ameriprise Financial Services Inc.

Data Provided By:
Brian Osner, CFP®
(765) 282-9941
700 W White River Blvd
Muncie, IN
Firm
Ameriprise Financial Services, Inc.
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. Adam Thomas Mchenry, CFP®
(765) 729-0400
3105 N Benton Rd
Muncie, IN
Firm
ProEquities
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning

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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