Do you worry they skipped disclosures, make errors in your note agreement and or flub up your transaction if they really are that bad?   

I'd suggest you find a solid mortgage broker (full disclosure, I am one), that operates in your market and/or can do what you're asking them to do. 

Perhaps with a confidentiality and non disclosure agreement reveal everything with them, get their input.Follow Up to ensure those campaign dollars work fruitfully

With their 2021 federal return they can perhaps put themselves in a better place, by following the guidance below.Full disclosure, I am not a CPA, nor a licensed tax professional.

I think one issue is that we fail to tell or show the clients how much we do behind the scenes.I think sometimes they think we show up for 5-10minutes and show them a house, when I may spend 2-3 hours planning a route to save them time, pulling comps, pulling seller's disclosures, looking at the history of the house, making appointments, getting showing instructions, driving to/from showing, all the fees we just made to make that happen (with risk if they don't buy that house), etc. 

If all offerings required public company disclosures and audited financial statements, it would be cost prohibitive and we would not have many private market opportunities.Regardless, private offerings are the wild wild west and we all see problematic offerings all the time with misaligned interests, aggressive underwriting, insufficient disclosure, risky debt structures, unreasonable sponsor compensation, shady tactics, problematic legal arrangements buried in 100+ page private placement memorandums, sponsors who don't pass appropriate background checks, and even well-intended sponsors who lack the experience or business acumen to be managing peoples' savings. 

(b)An owner may satisfy the written disclosure requirement described in Subsection (3)(a)(i) through a rental application, deposit agreement, or written summary.(4)(a)A prospective renter may make a written demand to the owner of a residential rental unit requesting the return of money the prospective renter paid in relation to the rental of the residential rental unit, if:(i)(A)an amount the owner provides in the good-faith estimate described in Subsection (3) is different than the amount in the rental agreement; or(B)the rental agreement includes a type of use-based, non-rent expense that was not disclosed under Subsection (3); and(ii)the prospective renter:(A)makes the written demand within five business days after the day on which the prospective renter receives the rental agreement; and(B)at the time the prospective renter makes the written demand, has not signed the rental agreement or taken possession of the residential rental unit.

Full disclosure, one of the reasons I'm interested is because it was a campground that I went to when I was younger, and I know with some improvements it would be a HOT SPOT to go to.

Full disclosure, one of the reasons I'm interested is because it was a campground that I went to when I was younger, and I know with some improvements it would be a HOT SPOT to go to.

Financing Disclosure 3.