However, it's crucial to verify with the specific lender, as policies can vary.Regarding recording a lien, if the lien is recorded, it formalizes the debt and provides legal protection for the lender, which might be required by your private lender.

In the case of a syndicate, the LLC and its operating agreement help to formalize the legal relationship between investors.

What often happens in more of a "I have a client that would be willing to sell at ____ terms/price but he doesn't want to formally list the property, does anyone have a buyer for something like this?"

I don't do any formal pitch deck.. 

We wouldn't start custom coding without a formal agreement in place.Your monthly or yearly spend isn't a determining factor for us.

In fact, many formal quotes usually have these details listed within the proposal itself.

Personally I prefer more classic look in a room, with an upscale touch, but not so upscale that is too formal and stiff.

Without a formal term sheet setting forth every detail of the loan, makes it appear as a fraud.  

if you feel the inspection process is unfair, I suggest meeting with the planning department and formally introducing yourself and explain your intentions for their community. 

If you want formalized training, your best bet is to take a course and then network like crazy to get in the orbit of other successful syndicators so that you can see how they operate.Here are some resources:Value Hound Academy with Craig HaskellSyndication and Crowdfunding WorkshopGene TrowbridgeJillian Sidoti