Commercial Mortgage Financing Pocatello ID

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

Mr. Lance D. Perkins, CFP®
(208) 238-1184
P.O. Box 2444
Pocatello, ID
Firm
Wealth Strategies, LLC

Data Provided By:
Mr. Robert E. Gillette, CFP®
(208) 237-6311
3615 McCaleb Dr
Pocatello, ID
Firm
Camden Financial Services
Areas of Specialization
Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Planning, Planning for Couples, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Ronald W. Petersen, CFP®
(208) 232-6594
353 N 4th Ave
Pocatello, ID
Firm
Ameriprise Financial Advisors
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Ron D. Clayson, CFP®
(208) 775-3252
1054 Inman Rd
Inkom, ID
Firm
Royal Alliance Associates, Inc

Data Provided By:
Wells Fargo - Pocatello Eastside
(208) 235-3369
751 E Clark St
Pocatello, ID
Type
Branch
Office Hours
Mon-Thu 09:30 AM-05:00 PM
Fri 09:30 AM-06:00 PM
Sat-Sun Closed

Trent A Yost, CFP®
(208) 237-2277
1455 Bench Rd Ste B
Pocatello, ID
Firm
The O.N. Equity Sales Company
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. George J. Katsilometes, CFP®
(208) 232-6594
353 N 4th Ave
Pocatello, ID
Firm
Ameriprise Financial

Data Provided By:
Ms. Angela T. Moss, CFP®
(208) 232-5471
109 N Arthur Ave
Pocatello, ID
Firm
Jordan & Company Chartered

Data Provided By:
Bank of America - Pocatello
(208) 232-1564
860 Yellowstone Ave
Pocatello, ID
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Multi-Check Deposit, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 10-5
Tuesday 10-5
Wednesday 10-5
Thursday 10-5
Friday 10-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed

US Bank - North Yellowstone Office
(208) 478-6614
855 Yellowstone
Pocatello, ID
Drive Up Hours
Mon 09:30 am to 05:00 pm
Tue 09:30 am to 05:00 pm
Wed 09:30 am to 05:00 pm
Thur 09:30 am to 05:00 pm
Fri 09:30 am to 06:00 pm
Sat 10:00 am to 02:00 pm

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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