With a 4-unit building, that’s a very high customer concentration.

Our experience is that many lenders/servicer customer representatives may not know the protections that exist for those that want to put asset protection steps in place. 

I invest in both direct real estate (via residential rentals) and syndication/crowdfunding passive investments.

It’s a good idea to speak directly with an insurance agent who understands multi-unit properties to customize coverage for your specific situation.

They’re requesting what feels like an unreasonable amount of information, and the demands keep escalating.So far, they’ve asked for:A video tour of my home officeCredit checks on me and my partnerCopies of the deeds for every property we ownA copy of my partner’s home lease and utility billsBusiness phone billsA signed letter from the bank verifying our accountsBank statementsHonestly, it feels more like qualifying for a loan than trying to become a customer.

Again, thank you for being direct.  

Agent: Their experience with investing personally and their experience working with customers just like you.

AND Its my contract the customer signs .

As part of his investment of capital into scaling, he hired a marketing firm specializing in SEO, SEM, social media, direct email, etc.  

It feels like a 'band aid' to keep their customers from revolting.