You should also check to ensure they have Errors & Omissions insurance, Fidelity Bond coverage, and a Financial Institution Blanket Bond.Some are more consultative and advisory and provide guidance, while others are just processors. 

As always, shop around and compare terms to ensure you’re getting the best deal.

@Francisco Ruiz ensure that if you are obtaining financing, you ask/ensure with your lender that they do not have any issues with the fact that the property you are acquiring may appraise as "rural."

Hi, I am less than 10 years away from my retirement and I would like to build up my passive income to real estate to ensure that I have a steady stream of income after retirement.

For long-term strategies, a cash-out refinance is usually more advantageous, as it preserves ownership and offers fixed terms.To proceed, start with a professional appraisal to confirm the home’s value, compare refinance terms with traditional lenders, and carefully scrutinize shared-equity program terms to ensure they align with your financial goals.

To gain investor confidence, ensure the investment property numbers are real, use the most common contract forms in your state (versus a 2 or 3-page) internet/guru contract form) with appropriate addenda, or an attorney-drafted form and attorney-drafted assignment agreement.

Ensure they have good review history.

We are looking to wholesale outside of our chosen market to help build capital for projects within our chosen market (Louisiana) as I have potential deals in other markets and am not confident in how to proceed with them contractually, (don't want to be stuck with a bill I can't handle currently and also want to ensure I'm operating correctly).

I am eager to understand the parameters and any necessary requirements to ensure compliance with your guidelines.If the corporate lease allows subletting or alternative rental arrangements I would love to come in and check the property as soon as possible.Thank you for your time and attention to this matter.

Properly structuring your bank accounts ensures that every dollar in your business has a purpose.