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Updated over 14 years ago on . Most recent reply

User Stats

14
Posts
1
Votes
Alicia Jones
  • Virtual Assistant
  • carrollton, VA
1
Votes |
14
Posts

Need some advice

Alicia Jones
  • Virtual Assistant
  • carrollton, VA
Posted

Does a business consultant need to be a licensed broker or a Realtor in order to match a property management team who needs financing with a finance entity whether it's a Lender or investor. I'm not selling any securities nor selling any properties..I'm, just matching to teams up.... just need clarification..
Thanks

Alicia

Most Popular Reply

User Stats

956
Posts
214
Votes
Josh Green
  • Financial Advisor
  • Tampa Area, FL
214
Votes |
956
Posts
Josh Green
  • Financial Advisor
  • Tampa Area, FL
Replied

hmmm, a month ago i'd have said no....HOWEVER, oct 1 changed a lot of things....

there are currently i believe 13 states that as of oct 1 require people that receive any type of incentive for referrals to lenders to be licensed. florida is one of them and this law has been a game changer in my field. licensing is an exhaustive and expensive process.

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