Commercial Mortgage Financing Santa Fe NM

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

Sabato (Sam) DeLuca
Santa Fe Capital Management
(505) 820-1177
3600 Rodeo Lane, Suite B-2
Santa Fe, NM
Expertises
Women's Financial Planning Issues, Socially Responsible Investments, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Michelle R. Parker, CFP®
(505) 946-5932
121 Sandoval Street
Santa Fe, NM
Firm
Wells Fargo Advisors

Data Provided By:
Ms. Lisa A Mason, CFP®
(505) 992-1150
300 Galisteo St
Santa Fe, NM
Firm
Ameriprise Financial Services,
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management

Data Provided By:
Thomas Martin, CFP®
(505) 474-7526
2801 Rodeo Rd Ste D
Santa Fe, NM
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Emily L. Zinn, CFP®
(505) 989-3581
2218 Old Arroyo Chamiso
Santa Fe, NM
Firm
The Rikoon Group
Areas of Specialization
General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Roger Asel
Certified Financial Strategies
(972) 702-8121
40 Calle Encanto
Tesuque, NM
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Robert Martinez
141 E. Palace Ave
Santa Fe, NM
Company
Title: Financial Advisor
Company: UBS Financial Services
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
J.D., Boalt Hall School of Law, Berkeley, CA
B.A., U.C. Berkeley, Berkeley, CA
Years Experience
Years Experience: 8
Service
Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succe

Data Provided By:
Keith M. Fallis, CFP®
(505) 989-5106
141 E. Palace Ave.
Santa Fe, NM
Firm
UBS Financial Services, Inc.
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Kathleen N. Reyes, CFP®
(505) 665-5115
4421 Autumn Leaf Ln
Santa Fe, NM
Firm
Kathleen N. Reyes, C.P.A., C.F.P.

Data Provided By:
Ms. Dona L. Walton, CFP®
1850 Old Pecos Trl Ste E
Santa Fe, NM
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial 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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