Commercial Mortgage Financing Sandpoint ID

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

Mark A. Schiller, CFP®
(208) 265-5959
708 Superior St
Sandpoint, ID
Firm
Williams & Parsons Financial S
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mark Bret Umek, CFP®
(208) 255-2766
123 S 3rd Ave
Sandpoint, ID
Firm
Steckler & Wynns Financial Group
Areas of Specialization
Comprehensive Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Wells Fargo - Sandpoint
(208) 255-3880
320 N 4Th Ave
Sandpoint, ID
Type
Branch
Office Hours
Mon-Thu 08:30 AM-05:30 PM
Fri 08:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Bank of America - Sandpoint
(208) 263-7591
405 N 2nd Ave
Sandpoint, 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, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
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 - Priest River Office
(208) 448-1131
102 Treat St
Priest River, ID
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm

Nancy A. Hadley, CFP®
(208) 263-2010
805 Pine Street
Sandpoint, ID
Firm
D. A. Davidson & Co.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Kevin D Kluender, CFP®
(208) 263-1040
101 N 1st Ave Ste B
Sandpoint, ID
Firm
Kevin Kluender CPA CFP
Areas of Specialization
Accounting, Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Self-Employed Business Owners

Data Provided By:
US Bank - Sandpoint Office
(208) 263-6891
201 Main St
Sandpoint, ID
Drive Up Hours
Mon 09:00 am to 05:30 pm
Tue 09:00 am to 05:30 pm
Wed 09:00 am to 05:30 pm
Thur 09:00 am to 05:30 pm
Fri 09:00 am to 06:00 pm
Sat 09:00 am to 01:00 pm

Wells Fargo - Priest River
(208) 448-2462
1130 W Albeni Hwy
Priest River, ID
Type
Branch
Office Hours
Mon-Thu 08:30 AM-05:00 PM
Fri 08:30 AM-06:00 PM
Sat-Sun Closed

Edward Jones
(888) 891-1440
1305 Highway 2
Sandpoint, ID

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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