Commercial Mortgage Financing Westerville OH

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

Andrew Kerns
Accountable Financial Planning LLC
(614) 259-7799
112 Bellefield Avenue
Westerville, OH
Expertises
Middle Income Client Needs, Advising Medical Professionals, Women's Financial Planning Issues, Tax Planning, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Joseph Baumann
Cambridge Financial & Tax Advisors, LLC
(614) 414-0600
830 E. Johnstown Road, Suite A
Columbus, OH
Expertises
Middle Income Client Needs, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Thomas Davison
Summit Financial Strategies, Inc.
(614) 885-1115
7965 North High Street, Suite 350
Columbus, OH
Expertises
Planning Concerns for Corporate Executives, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MA, PhD

Ted Saneholtz
Summit Financial Strategies, Inc.
(614) 885-1115
7965 North High Street, Suite 350
Columbus, OH
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, CPA/PFS

Carol Friedhoff
Savvy Outcomes
(614) 580-9926
2720 Airport Dr.
Columbus, OH
Expertises
Middle Income Client Needs, Newlyweds & Novice Investors, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Mark Nerderman
Accord Financial Planning, LLC
(614) 855-4843
638 Churchill Drive
Gahanna, OH
Expertises
Ongoing Investment Management, Insurance Related Issues, including Annuities, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Joseph Reardon
Summit Financial Strategies, Inc.
(614) 885-1115
7965 North High Street, Suite 350
Columbus, OH
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, College/Education Planning, Newlyweds & Novice Investors, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPS

Mark Coffey
Summit Financial Strategies, Inc.
(614) 885-1115
7965 North High Street, Suite 350
Columbus, OH
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, College/Education Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Brian Sutliff
Summit Financial Strategies, Inc.
(614) 885-1115
7965 North High Street, Suite 350
Columbus, OH
Expertises
Advising Medical Professionals, Divorce Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CDFA, CFP®, ChFc, MS

Robert Reed
Reed Financial Planning LLC
(614) 263-3900
3763 North High Street
Columbus, OH
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Newlyweds & Novice Investors, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

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