Commercial Mortgage Financing Tucson AZ

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

Patricia Raskob
Raskob Kambourian Financial Advisors, Ltd.
(520) 690-1999
4100 N. First Avenue
Tucson, AZ
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, ATA, BS, CFP®, EA

William Holliday
Financial Freedom Associates, LLC
(520) 325-0769
2531 E Richards Place
Tucson, AZ
Expertises
Helping Clients Identify & Achieve Goals, Socially Responsible Investments, Retirement Plan Investment Advice, Tax Planning, Advising Employee Benefit Plan Participants, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Rebecca Chacko
Chacko-Hertz Financial Solutions
(520) 743-3873
5540 W. Placita Llanura
Tucson, AZ
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Tax Planning, High Net Worth Client Needs, Special Needs Planning, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, BS, CFP®, MBA, MS

David Diesslin
Diesslin & Associates, Inc.
(520) 825-5465
65087 East Rocky Mesa Drive
Tucson, AZ
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Michael Burdick
Gordian Advisors
(520) 615-2779
2482 E River Road
Tucson, AZ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Rebecca Chacko
Chacko-Hertz Financial Solutions
(520) 743-3873
PO Box 86711
Tucson, AZ
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Tax Planning, High Net Worth Client Needs, Special Needs Planning, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, BS, CFP®, MBA, MS

Rebecca Chacko
Chacko-Hertz Financial Solutions
(520) 743-3873
2534 E. Richards Place
Tucson, AZ
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Tax Planning, High Net Worth Client Needs, Special Needs Planning, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, BS, CFP®, MBA, MS

Mark Stempel
Encore Wealth Advisors
(520) 531-9977
3953 E. Paradise Falls Drive
Tucson, AZ
Expertises
Retirement Plan Investment Advice, Middle Income Client Needs, Advising Medical Professionals, Retirement Planning & Distribution Rules, Socially Responsible Investments, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MA

John Stephens
TCI Wealth Advisors, Inc.
(877) 733-1859
4011 East Sunrise Drive
Tucson, AZ
Expertises
Advising Medical Professionals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management, Advising Entrepreneurs
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA, MD

Frank Presson
Presson Financial Associates, LLC
(520) 733-0065
7470 East Knollwood Drive
Tucson, AZ
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Divorce Planning, College/Education Planning, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, BA, 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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