Make sure to verify any information from a party that doesn't have any advantage of you getting their services before making a decision.  

When a PM does charge a markup, he's usually getting a discount on the service to keep the cost stable.

Publication 336 (cash method section) gives a clear example very similar to the situation described where constructive receipt was made because the agent of the taxpayer received payment for the taxpayer. 

Some of your requests may fall outside this manager’s standard practices, and customizing services for each client isn’t practical for most PMs.

We know of a bunch of the servicers but curious of others have servicers they prefer.

Problem is it doesn’t exist as a “public” offering.  

The servicers are thieves.

Also, our virtual assistant service and their activities and processes we've perfected over the years creates a pretty massive pipeline of incoming deals. 

Daniel, thank you for your service.

You can put a mortgage into a "trust: without triggering a due on sale but again contacting your bank/lender is the best route to avoid any issues.Some banks/lenders or servicing companies change guidelines and even a trust may require other paperwork but the attorney usually facilitates that to be safe.