Commercial Mortgage Financing Spokane WA

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

John McCarthy
John T. McCarthy, LLC
(509) 370-2975
1124 West Riverside Drive, Suite 305
Spokane, WA
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, MBA

Eric Coltrain, CFP®
(509) 536-6185
301 N Havana St
Spokane, WA
Firm
CUNA Brokerage Services, Inc.
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Estate Planning

Data Provided By:
Mr. Bruce D. Ellwein, CFP®
(509) 590-0676
4407 N Division St Ste 920
Spokane, WA
Firm
First Command
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Government Employees

Data Provided By:
Mr. Peter N. Bock, CFP®
(509) 326-0776
104 S Freya St Ste 218
Spokane, WA
Firm
Crown Capital
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Insurance Planning, Investment Management, Retirement Income Management, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Robert W. Scott, CFP®
(509) 232-0076
140 S Arthur St Ste 420
Spokane, WA
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. David T. Demars, CFP®
(509) 536-9556
104 S Freya St Ste 218
Spokane, WA
Firm
Demars Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. David D. Green, CFP®
(509) 850-3740
528 E Spokane Falls Blvd Ste 501
Spokane, WA
Firm
David Green CPA PLLC
Areas of Specialization
Charitable Giving, Estate Planning, LGBT Individuals and Couples, Real Estate, Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Joel C. White, CFP®
(509) 755-0123
104 S Freya St Ste 320
Spokane, WA
Firm
Joel C White Co.

Data Provided By:
Janis A Gerards, CFP®
(509) 324-4266
104 S. Freya
Spokane, WA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Intergenerational Planning, Investment Management, Retirement Income Management, Socially Responsible Investments, Tax Planning

Data Provided By:
Ms. Jill A. Ruser, CFP®
(509) 924-4700
111 N Post Street
Spokane , WA
Firm
Waddell & Reed

Data Provided By:
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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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