I sensed some discomfort on the other end of the conversation. 

They'll strike up a conversation like they've known you for years.

In fact, I’d be very leery of any HML who would finance you now without a written assurance of some sort that you are already pre-approved for the refinance.It’s much safe for you to find a commercial lender who will provide your bridge financing now with an automatic conversion to a longer-term loan.

Here are some recommendations for you:Find and connect with other BP members that are in your area: https://www.biggerpockets.com/search/usersSet up keyword alerts to be notified of the topics that interest you: http://www.biggerpockets.com/alertsRead Beginner’s Guide: http://www.biggerpockets.com/real-estate-investingCheck out BP Podcasts: https://www.biggerpockets.com/podcastIf you wish to tag someone in the conversation on the forum, type @ followed by their name and then select the name of that person which should appear below the comments box.

This week, I asked for more information on a listing, and now that agent thinks he is the person I am going to work with, but I never met them, and had less than a 10 minute conversation.  

Hey All, I have a home owned in a Solo401k (setup through Sense Financial), that I may plan to do an "In-Plan Roth Conversion" in the coming years.

Really open to taking phone calls as well, any conversations help.

@Timothy VanWingerden I would first like to thank you for taking the time to write such a detailed response that was replete with personal experience.I felt like we had a good understanding of what we wanted out of our endeavors together, however, if this is to be a long term company that we grow more serious conversations about our ideologies around invest is pertinent!

If you come across someone that makes sense to have a conversation with, connect with them too.

Very simple conversation.