Commercial Mortgage Financing Newport RI

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

Mr. Harold V. Cardoza, CFP®
(401) 841-5929
372 Broadway
Newport, RI
Firm
Ameriprise Financial

Data Provided By:
Mr. Terrence Gavan, CFP®
(401) 847-1260
18 Phelps Rd
Middletown, RI
Firm
T. GAVAN, CPA, CFP
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning

Data Provided By:
Ms. Denise L. Roberts, CFP®
(401) 845-3504
284 Bellevue Ave
Newport, RI
Firm
Morgan Stanley Smith Barney

Data Provided By:
Christopher P Yalanis, CFP®
(401) 848-9949
21 John Clarke Road
Middletown, RI
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Baxter Smith Jr., CFP®
(401) 848-0380
372 Broadway
Newport, RI
Firm
Ameriprise Financail

Data Provided By:
Mr. Daniel Gerard Corrigan, CFP®
(401) 849-9313
747 Aquidneck Ave
Middletown, RI
Firm
Corrigan Financial Inc
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Ms. Claudia S Ruoti, CFP®
(401) 846-9842
221 Third Street Suite 300
Newport, RI
Firm
First Command Financial Planning
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Charles E. O'Hara Iv, CFP®
(401) 849-7111
342 Broadway
Newport, RI
Firm
Symetra Investment Services, Inc.

Data Provided By:
Mr. James A Tollefson, CFP®
(888) 848-9738
21 John Clarke Rd
Middletown, RI
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Data Provided By:
The Burney Company
(401) 218-0984
283 Carriage Drive
Portsmouth, RI
 
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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