Further, we don't know how the OP is organized for federal income tax purposes.Thus, the conclusion that the lender has a 1098 obligation is premature. 

Right off the bat I could tell that he is super organized and thorough which was imperative for me doing an out of town flip. 

His is a quality organization, that I recommend you look into.

If my Austin friends have some good REI meetups that they might recommend for a young person just starting out, looking for house-hack, then by all means, please chime in.This thread is as much about talking to grown up kids about money (or anything else) as it is about house-hacking, so looking forward to useful and insightful responses.

Contact a few lenders and see what they say.If you try 5, you will likely get 5 varying answers.It will also help you organize your info and numbers.

What programs/software do you guys use to organize your network of investors/cash buyers?

In most cases, leads that show motivation have a problem "right now", and showing up in Google search results via organic or paid allows you to try to provide them with a "right now" solution. 

The guest speakers that come through are always commenting on how large of a group we are and how well run the organization is, so I guess that's a good thing.

. - Finally, do your best to be organized.

I have been thinking about trying to organize something before summer hits--Let me know if you (or others) are interested in planning!