Commercial Mortgage Financing Norman OK

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

Mr. Michael W. Sigmon, CFP®
(405) 329-3444
825 Wall St
Norman, OK
Firm
Sigmon Wealth Management, Inc.
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Ms. Nancee Thonn, CFP®
(405) 360-8836
713 Wall St
Norman, OK
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided By:
Mr. James C. Chapman, CFP®
(405) 912-5300
308 W Main St
Norman, OK
Firm
James C Chapman, CPA, CFP
Areas of Specialization
Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Government Employees

Data Provided By:
Mrs. Jann G. Knotts, CFP®
(405) 329-1234
2420 Springer Dr
Norman, OK
Firm
Financial Journeys
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. Mark E. Woody, CFP®
(405) 360-8836
713 Wall St Ste A
Norman, OK
Firm
Ameriprise Financial Services - Mark E. Woody & Associates
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Dr. Margaret F. Doviak, CFP®
(405) 329-8884
201 E Main St
Norman, OK
Firm
DM Wealth Management Inc
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. John W. Sigmon, CFP®
(405) 329-3444
825 Wall St
Norman, OK
Firm
Sigmon Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management
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:
Joan Geurkink Lawson, CFP®
(405) 928-5905
1012 24th Ave. NW, Ste. 400
Norman, OK
Firm
Southwest Securities
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided By:
Mr. Gregory Dean Strickland, CFP®
(405) 366-2748
401 W. Main St.
Norman, OK
Firm
Republic Investment Services

Data Provided By:
Mr. Ronald M. Geurkink, CFP®
(405) 321-7575
2600 Van Buren St
Norman, OK
Firm
RMG Consulting Group, Inc.

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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