I have rehab clients and have spoken to several rehab lenders but not sure who is the best.Thanks for your help

I have an out of state owner client that purchased a condo with the HomeShield program.

The 1099 issues are a little more complex, however my CPA usually takes care of all my clients and sets them up in advance to minimize the issue, or avoid it outright.

I have helped many of my clients invest in Colorado in the past four years.

I think the more important question is not who owns the note, rather who is the asset management company who is repping that agent. get to know the local players in the industry and they can typically tell you who handles which accounts...Get to know the asset management companies, and know who their clients are... it will provide a framework to build on...

Here are some of the things that I do for them:Prepare and update budgets and timelinesPrepare or review vendor contractsMake sure W-9s, insurance certificates and lien waivers are receivedAssist with preparation of due diligence itemsOrder surveys, appraisals, inspections etc. and make sure they are received on-time (or sooner)Review and prepare closing documents for signing (after received from the attorney)Coordinate closing with broker, real estate agent, title company, lender, etc.Full charge bookkeeping including A/R, A/P, FinancialsPrepare and submit draw requests to Lender's for payment of contractorsThere are a lot more things I can do for local clients, such as meet contractors to receive bids, check-in on remodel sites, etc.Usually the REI's locate the properties and do comps themselves.

I will simpily advise my client to set the purchase price a little lower than normal to show appreciation for a good tenant.

One thing I counsel clients on daily is the risks of that language in the mortgage which says, if the property is conveyed to another entity or person, they can call the note and foreclose...

We give customer/clients complete disclosures in writing as to what can happen and what we will be doing.

The seller’s agent is obligated to protect the interest of his client not you.