Commercial Mortgage Financing Terre Haute IN

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

Troy Thomas Charters, CFP®
(812) 232-1144
401 Wabash Ave
Terre Haute, IN
Firm
Morgan Stanley Smith Barney

Data Provided By:
Thomas Foster, CFP®
(812) 231-1822
401 Wabash Ave
Terre Haute, IN
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Stanley E. Poorman, CFP®
(812) 234-1617
2901 Ohio Blvd Ste 156
Terre Haute, IN
Firm
CliftonLarsonAllen Wealth Advisors
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Data Provided By:
Mr. Michael W. Collins, CFP®
(812) 232-0196
1210 S Third St
Terre Haute, IN
Firm
Northwestern Mutual Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care

Data Provided By:
Mr. Robert W. Davidson, CFP®
(812) 298-2671
4675 S US Highway 41
Terre Haute, IN
Firm
LPL Financial

Data Provided By:
Gay Ann Monninger, CFP®
(812) 232-0700
328 South 5th Street
Terre Haute, IN
Firm
Swan Street Financial, LLC

Data Provided By:
Robert A. Vickers, CFP®
(812) 478-7010
401 Ohio St
Terre Haute, IN
Firm
Merrill Lynch
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Income Management

Data Provided By:
Ms. Sharon L. Robinson, CFP®
(812) 299-8027
229 Highland Ct
Terre Haute, IN

Data Provided By:
Mr. Gene E. Griffin, CFP®
(812) 299-8900
1190 E Canvasback Dr
Terre Haute, IN
Firm
Capital Planning Systems
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Marc E. Weaver, CFP®
(812) 467-3193
3300 E. Margaret Avenue
Terre Haute, IN
Firm
MetLife, Inc.

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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