And being in California, you really should be using licensed companies for everything.

Currently, I'm still buying, flipping, and running a PM company. 

We are considering becoming a private lender with them and I am doing some background research on him and his companies and wondering if anyone has done any deals with them.

A professional trustee such as Exeter Trust Company is the way to go if you want it done right, imo. 

If you don't plan on paying cash and have to leverage with an owner-occupied loan product then you should set up your LLC as a property management company because you will not be able to borrow in the name of the LLC.  

You can point them towards resources, but I recommend you stick to your policies (if you have any) regarding late fees and eviction.

As mentioned have an attorney or title company draft the note and mortgage.

Our fund includes a portfolio of over 15 companies that form the foundation behind the Notes.

- Pet Policies and Agreements: What are the best practices for creating pet policies and agreements to protect my property?

Finding tenants:Our management company at the time was trying to find new occupants for a few months and it was not looking good.