Commercial Mortgage Financing Newburgh NY

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

Mr. Albert J. Delorenzo Jr., CFP®
(845) 564-3654
276 Route 17K
Newburgh, NY
Firm
DeLorenzo Finl Planning Associ

Data Provided By:
Mr. Kevin J. Mulqueen, CFP®
(845) 569-8200
460 Temple Hill Rd
New Windsor, NY
Firm
New York Life

Data Provided By:
Mr. Philip J. Fulco Jr., CFP®
(845) 440-3426
8 Pulaski Road
Fishkill, NY
Firm
Pinnalce Planning
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Service Professionals

Data Provided By:
Mr. Richard Deam, CFP®
(845) 897-2034
29 Elm St
Fishkill, NY
Firm
Deamoak's Planning Services Lt

Data Provided By:
Mr. William E. Bredthauer, CFP®
(845) 896-5695
21 Old Main Street
Fishkill, NY
Firm
Ameriprise Financial Advisors
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Mr. James E Bakun, CFP®
(845) 926-2787
4 June Road
Newburgh, NY
Firm
Bakun Asset Management, Inc

Data Provided By:
Mr. Paul O. Ellis, CFP®
(845) 765-8300
436 Main St Ste 2
Beacon, NY
Firm
Ameriprise Financial Advisors

Data Provided By:
Ms. Catherine A. West, CFP®
(845) 897-4718
449 Route 9
Fishkill, NY
Firm
Hudson Valley Federal Credit U

Data Provided By:
Ms. Sandra E. Bredthauer, CFP®
(845) 896-5695
21 Old Main Street
Fishkill, NY
Firm
Ameriprise Financial

Data Provided By:
Ms. Laura A. Medigovich, CFP®
(845) 440-2844
PO Box 7000
Fishkill, NY
Firm
M&T Bank
Areas of Specialization
General Financial Planning

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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