In MF, I see lenders typically looking at the financial capacity of the property (from 1.15 to 1.3X cash flow relative to debt service on multifamily (MF), along with the borrower's experience.) 65-75% LTV.

In general, a license is issued to a Mortgage Servicer to service loans in a third party capacity.  

Not they have some deferred maintenance issues and no capacity to get caught up on the loan or make the repairs.  

I was hoping for recommendations for a broker in or around the Madison, Wisconsin area that would let me operate as agent in this capacity.

Our partnership started because I took him out for beers and advice on buying my own rental, and I ended up asking for him to partner with me, mostly in a mentorship capacity.

As long as the property makes cash flow when you withdraw your funds, and you can buy another home with those funds, you are nearly doubling your capacity.

He is acting in an investment capacity potentially subject to SEC rules.

Any help or advice in ant capacity would be greatly appreciated.

@Jay Hinrichs suggests the 3 C's in lending: collateral, character of the borrower, and capacity to repay.

With a standard tank, the cold water fills in from the bottom so tenants have full access to HW even when a good chunk of the tank is 'cold' and it gives the tank time to heat up the new water.With a tankless setup, you will need to determine the MAX water flow utilization per minute in your existing setup and make sure you have the heating capacity with contingency in the new set up.Oren