THIS IS NOT A SEMINAR we have conversations about current market opportunities, education by facilitating discussions about real estate, the economy and industry related strategies and solutions."

@Richard York, a more formal, properly drafted agreement likely would have said that the investor has the option of being liquidated at any time after the 36th month of the hold period, provided that the cost to refinance the property to facilitate the distribution is deducted from the investor's proceeds, and provided that it's actually possible to obtain cash-out refinancing (if the value declined or was flat it wouldn't be possible).It would also provide for a mechanism in which to establish value.

If the lender agreed to a reduced payoff to cover attorney and executor fees, it was because they agreed to such terms in order to facilitate the sale.

Seen this many times, what you earn is based on your expertise and how much you facilitate the deal, and you'll need to justify any fee.

The deeds are delivered to the settlement agent and filed in order to facilitate the sale.If a warrant deed was not made, then the settlement agent usually contacts the owner of record, informs them of the payoff, requests the deed or prepares it for them.

Whatever you do to facilitate the loan, you need to be sure that you comply with the laws of your state.

As to the attorney facilitating any sale, if they draft the note, they may be representing the seller who provides financing, they would not be representing the buyer/borrower.

See if you can facilitate the path they want to take - refer it to Realtor or offer to help them find a renter, etc.  

. * Check your state laws and talk to a REI attorney and escrow/title company about facilitating the transaction and all the needed paperwork for your area.

I came across this company which facilitated in service alternate rollover. https://inservicealternaterollover.com/about-us/contact-us/This company facilitates 401k roll over while I am still employed with the employer supporting my 401k.