Commercial Mortgage Financing Tupelo MS

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

Ms. Lauren Norman Fox, CFP®
PO Box 2954
Tupelo, MS
Firm
Ameriprise Financial

Data Provided By:
Mr. James Kenning Murphree, CFP®
(662) 841-1900
103 S Front St
Tupelo, MS
Firm
Hilliard Lyons

Data Provided By:
Caley L. Chrismond, CFP®
4650 Meadow Ridge Dr
Tupelo, MS
Firm
Renasant Wealth Management

Data Provided By:
Mr. David L. James, CFP®
(662) 841-0750
499 Gloster Creek Vlg
Tupelo, MS
Firm
Ameriprise Financial

Data Provided By:
Tiffany Ballard
Bergland Wealth Management, Inc.
(601) 956-5181
PO Box 1318
Ridgeland, MS
Expertises
Cash Flow/Budgets/Credit Issues, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Mr. Terry L. Bullard, CFP®
(662) 680-1149
PO Box 709
Tupelo, MS
Firm
Renasant Bank
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Healthcare Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mrs. Debra O. Arnold, CFP®
(662) 840-2343
305 W Main St
Tupelo, MS
Firm
Edward Jones Investments

Data Provided By:
Mr. Robert Larry Chesnut, CFP®
(662) 840-9200
144 S Thomas St Ste 101-8
Tupelo, MS
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Martin Mesecke
Self Worth Financial Planning LLC
(662) 452-0525
2206 Anderson Road
Oxford, MS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

John Bergland, Jr.
Bergland Wealth Management, Inc.
(601) 956-5181
PO Box 1318
Ridgeland, MS
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, M.Div.

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,...

Click here to read the rest of this article from GlobalBx