For now its the ole fashion 1 on 1 advice via email/phone and advance planning with your CPA.I've been doing mortgage planning with many clients from around the country and this typically involves attorneys (for purchase agreements, lease options, entities like LLA's, closing attorneys in attorney states,) and CPA's for tax returns, tax filings, and tax related questions, matters, and strategies.That would be cool however if there was a mortgage planning portal in the future where we can integrate all 3 professionals to deliver tailored advice to each client combined with AI tech to make sure its compliant.

Just testing the waters here to see what kind of real interest there is in rounding up JV partners or cash investors for new 8 to 10 plex construction projects tailored to any market.

The tiktok algorithm will share more similar content to what you like, so mine is tailored to REI, DIY, and construction design ideas. 

It's not always necessary to have them accompany you on showings for properties that you haven't closed on - being that they're commissioned to tailor their services to your project and not the other way around.

all those are great questions, as a loan broker before I share such things as down payment costs and interest rates, is acquiring more information regarding your experience how many flips or rentals have you done in the last 36 months, Your FIco, and cash reserves. once answered then I can tailor your specific lenders to meet your needs. 

I'm working on my analysis spreadsheet in refining any parts that I can to tailor it to me.

You have to tailor your strategy to your market.

I'm fairly new to BiggerPockets, so apologies if this has been answered before or if the answer is simply "Read everything here".Basically, I want to start out in real estate investing and am looking for recommendations on good foundational resources (particularly books, because I'm old school) that might be tailored to what I think may be a unique situation. 

So I feel very comfortable cleaning up and tailoring another set of CCRs to my project.

HiHas anyone successfully tailored a marketing campaign to reverse mortgage homeowners ?