Commercial Mortgage Financing Waukegan IL

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

Mary Erl
Nest Builder Financial Advisors, Ltd.
(847) 245-7483
1800 Nations Drive, Suite 117
Gurnee, IL
Expertises
College/Education Planning, Advising Employee Benefit Plan Participants, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Knight
Knight Investment Planning
(847) 367-5191
422 Laurel Avenue
Libertyville, IL
Expertises
Ongoing Investment Management, College/Education Planning, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Francine Duke
Aqua Financial Planning, LLC
(847) 478-3853
330 E. LaSalle Street
Vernon Hills, IL
Expertises
Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Susan Stevens
Stevens Wealth Management
(847) 444-0209
500 Lake Cook Rd, Suite 350
Deerfield, IL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Medical Professionals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CPA/PFS, MBA, MS

Michael Leonetti
Leonetti & Associates, LLC
(847) 520-0999 Ext: 6538
1130 Lake Cook Road, Suite 300
Buffalo Grove, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CFS

Laurence Kuhl
Kuhl Financial Services
(847) 615-7245
115 Green Bay Road
Lake Bluff, IL
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BBA, CPA/PFS, MBA

Thomas Nowak
Quantum Financial Planning LLC
(847) 767-1682
31470 N. Ranch Road
Grayslake, IL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, College/Education Planning, Socially Responsible Investments, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeffrey Kostis
JK Financial Planning, Inc.
(847) 840-7496
94 Montclair Road, Suite 102
Vernon Hills, IL
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Investment Advice without Ongoing Management, Newlyweds & Novice Investors, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BBA, CDFA, CFP®, CPA/PFS, MAcc

Scott Baril
Baril Advisors LLC
(847) 704-1637
2150 East Lake Cook Road
Buffalo Grove, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Estate & Generational Planning Issues, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Patrick Doland
Reason Financial Advisors, Inc.
(847) 205-9501
350 Pfingsten Road, Suite 108
Northbrook, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, 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,...

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