Commercial Mortgage Financing Skokie IL

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

Joseph Smith
JAS Financial Services, LLC
(847) 328-8011
9933 Lawler Avenue
Skokie, IL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AEP, CPA/PFS, JD

John Valleau
ShankerValleau Wealth Advisors, Inc.
(847) 475-2900
1421 Sherman Avenue, Suite 101
Evanston, IL
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Tax Planning, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Thomas Zimmerman
Zimmerman Wealth Management, LLC
(847) 556-3200
1603 Orrington Avenue
Evanston, IL
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Advising Medical Professionals, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeffrey Smith
North Shore Investment Consulting, LLC
(847) 445-4100
1150 Wilmette Avenue, Suite F
Wilmette, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, ChFc, MBA

Timothy Quinn
Quinn Financial Planning, LLC
(312) 263-2700
8745 West Higgins Road, Suite 200
Chicago, IL
Expertises
Advising Medical Professionals, College/Education Planning, High Net Worth Client Needs, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Kevin Paulsen
GreatLight Fee Only Advisors, LLC
(847) 556-9299
2521 Gross Point Road
Evanston, IL
Expertises
Planning Issues for Unmarried & Same-Sex Couples, Retirement Planning & Distribution Rules, College/Education Planning, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Joseph Smith
JAS Financial Services, LLC
(847) 328-8011
3451 Harrison Street
Evanston, IL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AEP, CPA/PFS, JD

Sidney Blum
GreatLight Fee Only Advisors, LLC
(847) 556-9299
2521 Gross Point Road
Evanston, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, ATP, BS, CFP®, ChFc, CPA, CPA/PFS

Malay Vasavda
Quantum Financial Management LLC
(847) 730-3808
1701 E. Lake Avenue, Suite 430
Glenview, IL
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Gary Bowyer
Deerfield Financial Advisors, Inc.
(847) 789-5000
1480 Renaissance Drive
Park Ridge, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

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,...

Click here to read the rest of this article from GlobalBx