That is usually confirmation from your banker, your bank account with the account number redacted or a letter from your lender. 

As one who got totally hammered in the GFC if I was not with my Banker of 30 years I would never have come through that in tact I would have been like many of my peers and had to reorganize ( code for file BK).

Agreed POF is for your commerical / community banker..

I did mine when I was in the timber industry.. it was common for me to log a property then sell said property to buyer on contract.. but they had to go through the building permit process and in Oregon that can take a year or two.. so I would sell on contract.. then take my contract to my trusty commercial banker and hypothecate it..

That being said, whenever I can pay down a consumer debt on my terms vs the bankers, it’s my preferred method.

I spent spent many, many years as a banker prior to us forming this company during the last crash.

You can potentially find some through industry awards in sectors that interest you, and also just from driving around and looking at listing signs, look for ones that aren't a major name, ie, JLL, CRBE, CASTO etc.

Initially, you're screening PMs, GCs, subs, maintenance people, bankers / lenders, attorneys, accountants, tenants, etc.

My business banker at Case said they have a strict no series rule.

Not so much, I think it is their self described "band of scrappy bankers and engineers" actually just trying to create a white label service where the QI has no liability and no effort to expend other than holding the money in some account doing heaven only knows what to make their profit.