Create columns for Name, Street Address, City, State, Zip and then contact info: Last Contact, Relationship, Status, Email & Phone.IMPORTANT: do NOT ask people for THEIR business, ask for referrals!

If you want to email me, I can send you a document with the bullet points.

The most basic step is to ensure that our form is in a highly visible, easy-to-access location where visitors can simply fill in their name, email, phone number, and property address.It’s honestly ridiculous that the BBB accreditation is ABOVE the form where the lead should input their details for your acquisition agent to contact them!

@V.G JasonYep must have been threatened to be sued or this person has no experience and just jumped the gun and got nervous because they sent one email that didn’t get responded to and never picked up a phoneI am still confused as to why is someone giving someone $30k for work BEFORE you close on the house.

To my surprise, I can count on two hands how many times a seller/agent has actually called/emailed me to verify the POF.Often, one can obtain a letter from their bank stating the account holder's name, the date, current balance, etc... and that should be more than enough to meet anyone's requests. 

**Follow Up** - **Provide Written Details**: After your discussion, send a follow-up email summarizing the benefits of seller financing and any agreed-upon terms to keep the conversation going

Not sure how this helps, but they seem to have a system they like to follow, and their LLCs hold general troughs of investments, i.e. all syndications go in ABC LLC, all direct holdings go in XYZ LLC, etc.From protecting your liability that may arise from an action taken by the syndication, I can't imagine you would create any real protection there.  

Get their email addresses and draft the documents. 

I sent a few e-mails to his customer service about this problem.

Feel free to add me to your network if I can ever help in any way send me an email or message!