Commercial Mortgage Financing Salem OR

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

Ronald Kelemen
The H Group, Inc.
(503) 371-3333
500 Liberty Street SE, Suite 310
Salem, OR
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Plan Investment Advice, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Allan D. Ross, CFP®
(503) 399-3805
P.O. Box 12888
Salem, OR
Firm
CFP, Inc.
Areas of Specialization
Business Succession Planning, Insurance Planning, Investment Management, Small Business Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Shalisa Green Pierce, CFP®
198 Commercial St SE Ste 220
Salem, OR
Firm
Waddell & Reed
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: Business Executives

Data Provided By:
Mr. Daniel T. Dollinger, CFP®
(503) 363-1550
187 High St SE
Salem, OR
Firm
DOLLINGER MANAGEMENT, INC.
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Wolfgang T. Sailler, CFP®
(503) 375-0208
161 High St SE
Salem, OR
Firm
Goldmark Financial Planners LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mary Way
The H Group, Inc.
(503) 371-3333
500 Liberty Street SE, Suite 310
Salem, OR
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Charitable Giving - Trusts & Foundations, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Timothy C. Ivey, CFP®
3955 Center St NE
Salem, OR
Firm
US BANCORP

Data Provided By:
Ms. Mary Y. Way, CFP®
(503) 371-3333
500 Liberty St SE Suite 310
Salem, OR
Firm
The H Group Inc

Data Provided By:
Mr. Robert B. Welle, CFP®
(503) 485-5204
388 State St
Salem, OR
Firm
Ameriprise Financial

Data Provided By:
Mr. Laurence T. Hanslits, CFP®
(503) 371-3333
500 Liberty St SE Ste 310
Salem, OR
Firm
The H Group, Inc.

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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