Here's a good folder setup.Bank StatementsCredit Card StatementsProperty Management StatementsMortgage StatementsSTR Platform StatementsInvoicesReceiptsClosing Documents (Purchase/Refi/Sale)LeasesCheck & Deposit ImagesVendor ContractsW-9’s & 1099’s

.- Review the loan documents, there is most likely a due on sale clause, which is why you won't find a title company to process these for you.

First, I’d check the sale documents and listing details to see if the property was explicitly marketed as a triplex.

I have already received my preliminary documents from her for my accountant.

They don't ask for any documents just do a credit check and you fill out their application.

Also be sure your PM is documenting everything if you already started demo and rehab.

I would think their loan documents give them the right to control the property after the original owner dies - regardless of who is living there (although I have no direct knowledge of the laws where you live).There are details we don't know here... like if you want the house for sentimental reasons, or because you see the value between what it's worth on the market today and what the reverse mortgage company wants for it?  

@Agatha Simmons Ensure that you are documenting everything that is occurring.

Proof of funds would be a bank statement or some other document indicating the liquidity you have.

They will not provide you that documentation.