This can even be defined in the Op Agreement to reference later.

@Kristi Wolfe - I think first you need to define your expectations and comfort level. 

You will get a lot of comments on the good and bad of CRMs but I live by the philosophy that you should build and define your processes first, then build the tool to accommodate the processes.

I would not paint with broad strokes that smaller is better than larger lenders - it really depends on your location and the project. 

The real estate broker or real estate salesperson shall make the disclosure required under this section: (1) If the transaction concerns residential real property, as defined in section 20-325c, (A) at the beginning of the first personal meeting concerning the prospective purchaser's or lessee's specific needs in the transaction, or (B) at the beginning of the first personal meeting with the seller or lessor concerning the seller's or lessor's real property; or (2) if the transaction is a commercial real estate transaction, as defined in section 20-311, before the prospective purchaser or lessee signs the purchase contract or lease.

@Ronan Donnelly that’s where I’m at currently but I would like to start marketing this on a broad scale.

I think there are two things to define here: "turnkey" just means a property that is all fixed up and ready to go (just turn the key, ready to live in now).

Generally speaking there are 2 main types of loans for investors: “Conventional” and “Portfolio”Conventional - I'll define these as loans that come from Fannie Mae and Freddie Mac (if you recognize those names).

I made too broad of a statement.

Mortgage appraisals are written appraisal reports as defined in the USPAP.