Commercial Mortgage Financing Orem UT

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

J Grant Olson
Ronald Olson, Inc.
(801) 785-3254
351 East 140 North
Lindon, UT
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Arthur J. Smithee Jr., CFP®
(801) 705-9905
130 W Center St Ste 301
Orem, UT
Firm
Wealth Management Consulting I

Data Provided By:
Marie A Grover, CFP®
(801) 226-0800
1327 South 800 East
Orem, UT
Firm
Keeler Thomas

Data Provided By:
Mr. Kenneth G. Bown, CFP®
(801) 221-2939
499 S Orem Blvd
Orem, UT
Firm
LJCooper Wealth Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Seth Larson Merrill, CFP®
550 E 770 N
Orem, UT
Firm
Allegis Financial Partners

Data Provided By:
Benjamin Olson
Ronald Olson, Inc.
(801) 785-3254
351 East 140 North
Lindon, UT
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Jason F. Payne, CFP®
(801) 607-5670
593 W 800 N
Orem, UT
Firm
Payne Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Ryan M. Day, CFP®
(801) 787-5148
694 E 1870 N
Orem, UT
Firm
Ryan M. Day Consulting
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Steven H. Tolley, CFP®
(801) 226-5125
272 East 930 South
Orem, UT
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Banking, Budget Development, Debt Management, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. David Shipley, CFP®
(801) 224-4500
1115 S 800 East
Orem, UT
Firm
JP Morgan Chase
Areas of Specialization
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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