Commercial Mortgage Financing Post Falls ID

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

Mr. William P. Dougherty, CFP®
(208) 773-3888
802 N Lincoln St
Post Falls, ID
Firm
Wealth Management Strategies, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Joseph R. Anderson, CFP®
1038 Northwest Blvd
Coeur d'Alene, ID
Firm
Merrill Lynch Bank & Trust Co., Fsb

Data Provided By:
Mr. William C Waggoner, CFP®
(208) 667-1212
608 Northwest Blvd
Coeur d Alene, ID
Firm
D.A. Davidson & Co.
Areas of Specialization
General Financial Planning, Investment Management, Retirement Income Management, Wealth Management

Data Provided By:
Mr. Michael W. Armon, CFP®
(208) 665-4288
1233 W Northwood Center Ct
Coeur D Alene, ID
Firm
Smith Barney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Walter E. Beggs, CFP®
(208) 667-8998
2141 Merritt Creek Loop
Coeur d'Alene, ID
Firm
Pinkerton Retirement Specialis
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

Data Provided By:
Ms. Marla K. Ringling, CFP®
(208) 773-3888
802 N. Lincoln Street
Post Falls, ID
Firm
Wealth Management Strategies, LLC
Areas of Specialization
Accounting, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Ronald L Glendening, CFP®
(208) 667-8998
2141 N Merrit Creek Loop
Coeur D Alene, ID
Firm
Pinkerton Retirement Specialis
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Matthew A. Lyman, CFP®
1038 Northwest Blvd
Coeur D Alene, ID
Firm
Merrill Lynch Bank & Trust Co., Fsb

Data Provided By:
Miss Janice K. Tymesen, CFP®
(208) 666-4514
2100 Northwest Blvd #260
Coeur d'Alene, ID
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Banking, 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: Not Applicable

Data Provided By:
Mr. Geary M. Jerde, CFP®
(208) 762-3174
87 W Sargent Dr
Hayden Lake, ID
Firm
LPL Financial
Areas of Specialization
General Financial Planning, Investment Management, Investment Planning, Life Transitions, Retirement Income Management, Retirement Planning, Social Security 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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