Commercial Mortgage Financing Simpsonville SC

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

Mr. Eric M. Hudgens, CFP®
(864) 862-5417
113A S. Main St
Fountain Inn , SC
Firm
Palmetto Trust and Investment

Data Provided By:
Mr. Jonathan D. Burdette, CFP®
(864) 233-7405
9 Halton Green Way
Greenville, SC
Firm
PlanFIRST, Inc.
Areas of Specialization
Charitable Giving, Education Planning, Estate Planning, Insurance Planning, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Jason S Hucks, CFP®
(864) 642-2471
109 Lovett Dr
Greenville, SC
Firm
Raymond James Financial Services

Data Provided By:
Mr. Roy Edwin Holland, Jr., CFP®
(864) 233-7405
9 Halton Green Way
Greenville, SC
Firm
PlanFIRST
Areas of Specialization
Charitable Giving, Education Planning, Estate Planning, Insurance Planning, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Justin C. Meade, CFP®
(864) 233-7405
9 Halton Green Way
Greenville, SC
Areas of Specialization
Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Craigen S. Schoen, CFP®
(864) 289-2100
PO Box 3427
Greenville, SC
Firm
Morgan Keegan

Data Provided By:
Mr. N. Mauldin Avinger, CFP®
(864) 233-7405
9 Halton Green Way
Greenville, SC
Firm
PlanFIRST
Areas of Specialization
Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Malcolm B Street Iii, CFP®
(864) 232-8111
25 Woods Lake Rd Ste 706
Greenville, SC
Firm
John Hancock
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Adam M. Kleinfelter, CFP®
(864) 233-7405
9 Halton Green Way
Greenville, SC
Firm
PlanFirst Inc
Areas of Specialization
Charitable Giving, Education Planning, Estate Planning, Insurance Planning, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Emmet F Martin Sr., CFP®
(864) 272-3577
1627 E. North St.
Greenville, SC
Firm
BSI Capital Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

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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