That said, the desire to scale the business has led me to this "unbundled" or "a-la-carte" model which leverages the existing business infrastructure I have in place and also caters to the evolving consumer/investor demands which now include a more active DIY approach to real estate investing.

We're probably about 2 years behind most of the other prominent funding platforms to date, but we're erring on the side of being conservative with compliance and are not taking venture money to get started.  

You will get alerts for meetings.Meet cash buyers, joint venture partners, and support at the meetings online or in person.This is enough to get you going.

Regarding the forms, creative is talked all over the place, not just in the creative forum.The first thing you should do is findand are a RMLO to do seller financed deals for the buyer that's owner-occupied due to Dodd Frank and the ability to repay rule.The second thing you should do is to find a seasoned contract attorney that works with commercial and residential, but understands notes, contract for deed, land contracts, installment sales contracts, subject to existing financing, land trusts, property trusts, Master leases, master lease options lease with option, lease purchase,pure options, wraparound mortgages, joint venture agreements, private lender agreements, and more.Third, I would consider getting a real estate license if you're not licensed which allows you to network with other agents and solve problems especially with low equity dealsSearch Amazon for "Finance any property anytime"by James Misko, Who was a broker for 40 years, and has some great examples of creative financing, over 45 cases

I would venture to say it is a LA county thing.

I wish you absolute success in your ventures!!!

Is this a DIY project or does it need to be done by a plumber? 

If the venture does not work as the pro forma projects, you should have a Plan B to get your investment back, whether that be a Personal Guarantee or some other course of action.Have everything in writing (principal amount, rate, terms of repayment,...)

Sending you a colleague request - it would be fun to share ideas since we’re pretty much at the same point in our new venture!!

I  am looking forward to discussing with those who are interested the possibilities of join venture.