Commercial Mortgage Financing West Lafayette IN

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

David Diesslin
Diesslin & Associates, Inc.
(765) 497-7744
2639 Yeager Road
West Lafayette, IN
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

Mr. Damon C. Newsom, CFP®
(765) 423-5621
250 Main Street
Lafayette, IN
Firm
City Securities Corporation
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. F. Stephen Dunnuck, CFP®
(765) 742-8300
839 Main St. Suite 100
Lafayette, IN
Firm
Bison Financial Group

Data Provided By:
Mr. David Carl Vorbeck, CFP®
(765) 742-8300
839 Main St
Lafayette, IN
Firm
Bison Financial Group

Data Provided By:
Mr. James T. Macdonald, CFP®
(765) 742-7366
672 Main St.
Lafayette, IN
Firm
Gettings Reed Financial, LLC
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
Ms. Barbara Casper Bigler, CFP®
po box 2711
west lafayette, IN
Firm
Fifth Third Bank

Data Provided By:
Jennifer C. Russell, CFP®
(765) 423-7490
414 Main St
Lafayette, IN
Firm
Edward D Jones & Co

Data Provided By:
Mrs. Jessica E. Rebmann, CFP®
(765) 420-8420
415 Columbia St Ste 3100
Lafayette, IN
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Ms. Sarah A. Schwarz, CFP®
(765) 429-5289
1421 Union St
Lafayette, IN
Firm
Edward D Jones & Company

Data Provided By:
Mr. James Robert Schrader, CFP®
415 Columbia St Ste 3100
Lafayette, IN
Firm
Morgan Stanley Wealth Management

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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