Commercial Mortgage Financing Poulsbo WA

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

Eric Turloff
Turloff Financial Consulting, Inc.
(206) 842-1422
P.O. Box 11526
Bainbridge Island, WA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Tax Planning, Advising Entrepreneurs, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, BBA, CFA, CPA

John Murtfeldt
Creative Growth Strategies
(206) 789-0543
10015 Vinton Court NW
Seattle, WA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Michael Pace
Michael Pace, CFP®
(206) 522-7812
7812 Stone Avenue North
Seattle, WA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules, Real Estate Investments, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MSFS

John Goddard
Goddard Financial Planning, Inc.
(206) 273-7976
1100 Dexter Avenue North, Suite 100
Seattle, WA
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Insurance Related Issues, including Annuities, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Karen O'Brien
trueNorth Financial Services, LLC
(206) 652-4314
1411 Fourth Avenue, Suite 1500
Seattle, WA
Expertises
Helping Clients Identify & Achieve Goals, College/Education Planning, Tax Planning, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Irene Dabanian
IJD Evergreen Financial Services LLC
(206) 533-0569
2337 NW 194th Place
Seattle, WA
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, MBA

Shawn Donnelly
Ramsey & Associates Inc.
(206) 324-1950
1730 North Northlake Way, Suite 3301
Seattle, WA
Expertises
Ongoing Investment Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mitchell Conlon
Conlon & Dart LLC
(206) 728-0222
200 West Mercer Street, Suite 511
Seattle, WA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Advising Medical Professionals, Estate & Generational Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Joseph Hebert
trueNorth Financial Services, LLC
(206) 652-4314
1411 Fourth Avenue, Suite 1500
Seattle, WA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®

Roger Werner
Werner, O'Meara & Company,PLLC
(425) 774-8888
P.O. Box 6100
Lynnwood, WA
Expertises
Newlyweds & Novice Investors, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MBA

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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