Most service or trades people us included increase the rates for customers we don’t want.  

Our customers typically get a 30 year fixed mortgage with a 20-25% down payment.

Curious some data points / arguments / etc. other BP users have used in the past to argue how and why a project would benefit the community.

I used to ask the customer to provide me with a SOW.

Is it segregated (only my funds in the account)- do you have an attorney on staff that reviews exchange docs and keeps them current - what is the typical time for your staff to complete an exchange ( you want to get a feel for if they are understaffed and can they get the work done on your time frame)- how many exchanges do you do a month- what is your errors and omissions insurance through, can I get a copy- what is the amount of your fidelity bond - for each occurrence- what protections are in place to prevent wire fraud- will my funds be used by the company for outside investments (goes back to the type of account funds are held in)- who will be my contact during the exchange (goes to customer service, you want one contact who you can reach by telephone)Investors should keep in mind that it is their money they are placing with a QI to hold for a short period of time and be sure they feel comfortable with the company they choose to perform this role. 

I would recommend a custom term that is about 18 months. 

That's not a good look for the investors, looks like an argument that they simply want high-risk investment returns with 0-risk. 

When deciding between them, look for flexible memberships, no high-volume minimum, and customer service to help walk you through the process.

I’ve been at this game for two decades, and I’ve found that every deal is a bit like brewing a custom cup of coffee.. you tweak the beans, the grind, and the brew time until it’s just right.

I'm currently waiting for a response from customer support.