He has an offer from his buyer at 6.2mil + 3% fee , he was told by a friend that it is illegal too get paid a commission for facilitating the deal as he is not a licensed broker/agent.

Example 3: “C is a corporation that is only engaged in the trade or business of acting as a qualified intermediary to facilitate deferred exchanges.

And, that depends on what the bank requires you to sign, how it is written, if you look to this as a means to accomplish your goal, selling to someone with the intent to facilitate a sale back to the owner could get you in trouble as well.

ProAgent is like you mentioned, a bit generic, but has a great back end and will facilitate your lead follow up.

I was wondering if the clerks there might be averse to facilitating information for those purposes.

I've been a part of facilitating probably somewhere around 100 HM loans with almost a dozen different companies and have never experienced that.  

I have been managing ours and many others owners VRs for years...it's a great business facilitating vacations!

So at some point you may want to consider starting a tech support team to help you facilitate your deals. 

If you have all cash for 100% of $X then you put your cash with the closing agent/attorney/title company and he puts his deed with them and they facilitate the exchange.  

There are numerous financing options to facilitate the acquisition of a buy and hold property, but deal analyzation and property management skills will make or break you.