If you're licensed (or unlicensed) and are a principal in the transaction, you can use any form you wish but it is foolish to use a form that does not have the required notices included it. 3. 

Wish you the best at it..

Of course, in hindsight with what the market has done, I wish I'd gone full steam ahead, but in the moment I was playing it cautious.I'm also looking for income to quit my W2. 

Wish i knew them for some advice.

For the most Service has been responsive, they're adding more functionality, though wish I could track maintenance/repair requests and service fees for rent, but the cash management is what's keeping me here for now.

Could be tough for the area, but also might be a great opportunity too for some large manufacturing facilities to go in there or logistics operations with all that land and location.Good luck and best wishes.

Wishing you the best in your investing journey.Best Regards, David.

(Is that wishful thinking?) 

We wish him the best success with this property and his future in real estate.

You'll probably want to look into having your assets held in a living trust or some other kind of trust if wishing to avoid probate in California.As to your question about the mortgage, there's a federal law that the attorney might be referencing that generally protects transfers into a living trust from causing the need to refinance, but would need more details to discern.