Commercial Mortgage Financing Ogden UT

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

Mr. Jeff Von Colln, CFP®
(801) 479-5254
204 25th St
Ogden, UT
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Calvin Don Welling, CFP®
(801) 399-5409
2225 Washington Blvd
Ogden, UT
Firm
Heritage Financial Group Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Brett M. Alexander, CFP®
(801) 627-0252
P.O. Box 708
Ogden, UT
Firm
Cash Flow Investment Services L.L.C.

Data Provided By:
Mr. Craig P Adams, CFP®
(801) 917-6394
5929 Fashion Point Dr Ste 204
Ogden, UT
Firm
Stratos Wealth Partners

Data Provided By:
Jeran Van Alfen, CFP®
1186 E 4600 S Ste 300
Ogden, UT
Firm
New York Life Insurance Company

Data Provided By:
Mr. Lee L. Miles, CFP®
(801) 394-8785
1150 S Depot Dr
Ogden, UT
Firm
Lee Miles LLC

Data Provided By:
Ms. Jessica M. Jacques, CFP®
(801) 621-0094
252 25th St Ste 200
Ogden, UT
Firm
Jessica Jacques - Linsco/Private Ledger
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Planning, Women's Finances

Data Provided By:
Mr. Billy C. Peterson, CFP®
(801) 475-4002
1523 E. Skyline Dr
So. Ogden, UT
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
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:
Mr. Eric C. Johnson, CFP®
(801) 621-1575
5929 S. Fashion Pointe Dr., Ste 300
Ogden, UT
Firm
Schmitt, Griffiths, Smith & Co

Data Provided By:
Mr. Steven Jay Davis, CFP®
(801) 621-0721
257 37th St
Ogden, UT
Firm
Steven Davis & Associates P.C.

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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