And, even if he has real estate clients, doing a tax return doesn't really educate one.

FYI, most of my CFO clients borrow from HMLs that will lend up to 100% of their rehab costs. 

Regardless of how a certain asset class is doing, an investor like yourself can ALWAYS find a good deal in any type of property.Now, my general suggestion for all of my CFO clients is the gradually move up the unit spectrum/asset type as you build up your portfolio.

@Tyler Koller, we use QBO for all of our Clients but I don't recommend it as a PM software (since it's not that).

If a client complains, you can always make a quick call to boost it for the month and then revert back, but I have never had to do that.

How do y'all find your clients in need of this type of funding?

I know some will go it.. ( I do) that is 100% 100% but thats only for very experienced clients with long term relationships.. and points are higher than when you put 20% down.

This post does not create an attorney-client or CPA-client relationship.

Agents just need to make sure their clients are serious and are going to be able to get funds when making offers on deals.

Day 3: "Did you know our bulk pricing saves clients an average of [X%]?