You serve your clients and I'll serve mine.

In situations where we act as the QI we work with the clients accountant to get a determination of the %breakout of primary/investment.

Mary Ann,I've used PersonalUmbrella.com for my clients needs with multiple properties.  

You are welcome to consider that as well.All the best.GaryNo offense, but this is not how a business communicates with a client or customer.

The Broker charged a reasonable fee for the transaction which I passed onto the client.

A few of my clients are lend investors who get the property what they call "Vertical Ready" Then turn around and sell the entitled lots off to end developer.

450k primary residence home in TN, seeking lender who would do 20-30yr fixed or balloon, non FNMA only due to the client having large cash holdings but no income in 2016 / 2017 due to their large section 179 tax depreciations those yrs Thank YouJames

450k primary residence home in TN, seeking lender who would do 20-30yr fixed or balloon, non FNMA only due to the client having large cash holdings but no income in 2016 / 2017 due to their large section 179 tax depreciations those yrs Thank YouJames

I would say as a client it has very little practical implications under which umbrella an agent operates; the key issue is to work with someone who understand what you are looking to do, preferably has done it themselves and can advise you.

I have a client who purchased a condo for $500k and sold two years later $625k in NYC.