I have no doubt @Carlo D. will be able to open the bank account he desires but when it comes so submitting loan applications the lender's underwriting team not only has to underwrite the property and review the borrowers PFS and personal information but also has to make sense of the ownership structure and who will be required to guarantee the loan.

Click here to review the Astoria Duplex deal and feel free to make a copy so that you can change the numbers to fit a specific deal.

I would absolutely have it reviewed by an appropriate attorney.

I sent an email to customer service. 

You are dealing with discretionary spending from your customer base vs necessity spending with an LTR.  

Their customer service is second to none and they've got more education and networking opportunities than any other company. 

If so, I'd love some feedback, as I can't seem to find many student reviews.

Quote from @Michael Plaks: Quote from @Kory Reynolds: For my clients real estate businesses they pay between $4,000 and $650k purely for tax prep and tax consulting, Tell'm I can do it for $645k  ;)  I'd be happy to do it for $640k AND I'll personally fly both myself and the client (/client's family) to review their return together in-person...on an island in the Caribbean. ;)

Luckily, said customer saw our IG post about it and called me in a panic. 

Of course, there are a lot of things to look out for...setting up an appropriate contingency reserve for unexpecteds, getting an accurate scope of work, properly knowing what your time-value-of-money costs are going to be, making sure you're contractor is not pulling crews for other customers, knowing codes and getting your permitting right, and the list goes on.