Commercial Mortgage Financing Westminster CO

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

Mark Fuller
Fuller Wealth Management
(303) 327-1575
12303 Airport Way, Suite 200
Broomfield, CO
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CRPC

Rick Simmons
Simmons & Associates, LLC
(303) 531-4010
1010 Depot Hill Suite 206
Broomfield, CO
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Tax Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, Other

Matthew Kelley
Gold Medal Waters, Inc.
(720) 887-1299
1624 Market Street
Denver, CO
Expertises
High Net Worth Client Needs, Advising Entrepreneurs, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Socially Responsible Investments, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

David Gardner
Yellowstone Financial Inc.
(303) 449-5552
1616 17th Street, Suite #600
Denver, CO
Expertises
Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Gary Nearpass
Nearpass Financial Counseling, Inc.
(303) 733-0354
44 Cook St., Suite 100
Denver, CO
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CRPC, MA, MS, PhD

Judith McNary
McNary Financial Planning, LLC
(303) 410-1745
14597 Benton Street
Broomfield, CO
Expertises
Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Advising Entrepreneurs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, MS

Robert Zimberg
Financial Mountain Inc.
(303) 442-4390
5335 West 48th Avenue, Suite 100
Denver, CO
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CCPS, CFP®

Alexander Feick
Paragon Capital Management, Ltd.
(303) 296-1458
999 18th Street, Suite 1220
Denver, CO
Expertises
Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants, Ongoing Investment Management, High Net Worth Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, BS, MBA

M. Shannon Lunsford
Lunsford Financial Planning, Inc.
(303) 666-6442
357 South McCaslin Blvd.,Suite 200
Louisville, CO
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®, EA

Gary Nearpass
Nearpass Financial Counseling, Inc.
(303) 733-0354
460 S. Marion Parkway #303-C
Denver, CO
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CRPC, MA, MS, 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,...

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