Commercial Mortgage Financing Oak Ridge TN

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

Derek Kennedy
Kennedy Wealth Management, LLC
(865) 824-2834
200 Prosperity Drive
Knoxville, TN
Expertises
High Net Worth Client Needs, Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

R. Bryan Hankla
Resource Advisory Services, Inc.
(865) 560-0140
2099 Thunderhead, Suite 201
Knoxville, TN
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Paul T. Whitmire, CFP®
(865) 482-4211
675 Emory Valley Rd
Oak Ridge, TN
Firm
H.D. Vest Financial Services
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mrs. Mary Lynne Yoder, CFP®
(865) 481-0045
100-C E Tennessee Ave
Oak Ridge, TN
Firm
Hobson Yoder Financial Group
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management, Investment Planning, Life Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Media/Arts Professionals

Data Provided By:
Mr. Jeffrey B. Dortch, CFP®
(615) 400-8791
608 Mabry Hood Road
Knoxville, TN
Firm
Local Government Federal Credit Uniion

Data Provided By:
J. David Lewis
Resource Advisory Services, Inc.
(865) 560-0140
2099 Thunderhead, Suite 201
Knoxville, TN
Expertises
Helping Clients Identify & Achieve Goals, Advising Entrepreneurs, Advising Medical Professionals, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, MBA

John Smartt
Financial Counseling & Administration
(865) 588-4159
2001 Partridge Run Lane
Knoxville, TN
Expertises
Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CPA

Ms. Ellen E. Coppinger, CFP®
(865) 481-4962
501 Lafayette Dr
Oak Ridge, TN
Firm
CUNA Mutual Group
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Jeffrey Mark King, CFP®
(865) 481-0385
687 Emory Valley Rd
Oak Ridge, TN
Firm
Coulter & Justus Financial Ser

Data Provided By:
Mr. Derek G. Dieterich, CFP®
(865) 691-4062
620 Mabry Hood Rd Ste 102
Knoxville, TN
Firm
Visionary Horizons Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Elder Care, Investment Management, 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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