Commercial Mortgage Financing Seattle WA

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

Ethan Broga
Empirical Wealth Management
(206) 923-3474
1420 Fifth Avenue, Suite 3150
Seattle, WA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Retirement Plan Investment Advice, High Net Worth Client Needs, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Eric Turloff
Turloff Financial Consulting, Inc.
(206) 842-1422
701 5th Ave
Seattle, 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

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

Elaine Scoggins
Merriman, Inc
(206) 285-8877
800 5th Avenue, Suite 2900
Seattle, WA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Michelle Fait
Satori Financial LLC
(206) 320-9263
1001 Fourth Avenue, Suite 3200
Seattle, WA
Expertises
Tax Planning, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

David Lamp
BBJS Financial Advisors, LLC
(206) 682-4840
1501 Fourth Avenue, Suite 2880
Seattle, WA
Expertises
High Net Worth Client Needs, Alternative or Private Investments, Hourly Financial Planning Services, Planning Concerns for Corporate Executives, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Therese Govern
trueNorth Financial Services, LLC
(206) 652-4314
1411 Fourth Avenue, Suite 1500
Seattle, WA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Ben Jennings
SoundView Advisors
(360) 867-9890
1700 Seventh Avenue, Suite 2100
Seattle, WA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, CPA/PFS

Frederic Kutscher
Kutscher Rhodes & Benner, Inc.
(206) 382-4414
705 Second Avenue, Suite 800, Hoge Building
Seattle, WA
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning, Charitable Giving - Trusts & Foundations, Advising Entrepreneurs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, JD, MS

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®

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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