The customer/borrower will have a contract with the contractor, in addition to the HOCA (Homeowner Contractor Agreement). 

I have conducted my due diligence (license and referral checks and current project inspection) on contractors that I'm about to hire just to find out that the plumber doesn't offer W9 to customers.

Find one that does not have a high-priced long-term monthly contract, flexible pricing, and excellent customer service.

Only store staff uses the bathroom, not customers.

then sell it to your customers and if they decide to move forward they become your client?

No government agency have instructed any bank that the "Customer Identification Program" means the business must be incorporated in any specific state.

I hear what you are saying about somehow qualifying the audience- something to think about for my next "get you new customers" idea.The goal here is to offer an alternative to the traditional marketing methods...postcards, newsletters, ads, etc.Your chances of turning cold leads into warm ones are much higher with my model, if you were to be on site during the event...shaking hands, making intros, sharing a drink or two, etc.

I lived in this rv park for 4 yrs and I became good friends with the owner and playing around I told him to sell me his 45 spot rv park and he said he would sell it to me for 750k.This rv park is one of the most popular rv parks in the region.

They also maintain an objective opinion and aren't caught up in the emotions or anxiety of a purchase.An Agent can work with you as a client (confidentiality, protecting your interests) while working with the seller as a customer (no confidentiality) and collecting a lower commission.Another option is to have an attorney fill out the contract, but they won't do well for market analysis, negotiation, etc.You can also get the contract from a Title Company and do it on your own.

Then work on finding partners/team members that complement you best and can handle the other tasks.Unfortunately, you will still have to deal with people in this business, but having partners that are more on the extrovert side to handle customer service related activities will likely go a long way to reducing your stress.