Commercial Mortgage Financing Norcross GA

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

Scott Winkler
Winkler Financial Planning, LLC
(770) 447-0059
6015 Atlantic Blvd., Suite G
Norcross, GA
Expertises
Investment Advice without Ongoing Management, Hourly Financial Planning Services, Middle Income Client Needs, Tax Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Gregory Sloan
The Daniel Financial Group, LLC
(678) 672-1490
3700 Crestwood Pkwy
Duluth, GA
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Owen Malcolm
Sanders Financial Management, Inc.
(770) 448-5111
5550 Triangle Parkway, Suite 300
Norcross, GA
Expertises
Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals, College/Education Planning, Insurance Related Issues, including Annuities, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Eleanor Burton
Sanders Financial Management, Inc.
(770) 448-5111
5550 Triangle Parkway, Suite 300
Norcross, GA
Expertises
Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Carl Macko
Synergy Capital Management, LLC
(404) 966-8383
1050 Lenox Park Boulvevard #6304
Atlanta, GA
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Clifford O'Conner
C.W. O'Conner & Associates, Inc.
(770) 368-9919
7074 Peachtree Industrial Blvd., Suite 100
Norcross, GA
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, High Net Worth Client Needs, Ongoing Investment Management, Real Estate Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, ChFc, CPA

Norris Edmonson
Beacon Financial Advisers, Inc.
(678) 750-1700
3235 Satellite Blvd., Bldg. 400, Suite 300
Duluth, GA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

Melissa Hallmark
Sanders Financial Management, Inc.
(770) 448-5111
5550 Triangle Parkway, Suite 300
Norcross, GA
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

Houston Smith
Smith and Raab CPA Financial Planners, PC
(404) 377-9500
2302 Parklake Drive, Suite 100
Atlanta, GA
Expertises
Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MBA

Jeff Bernier
TandemGrowth Financial Advisors, LLC
(770) 641-6360 Ext: 10
3820 Mansell Road, Suite 290
Alpharetta, GA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, ChFc

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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