But after that I wanted to establish a relationship with a local banker.

I know that this is a big ask that doesn't involve any immediate fee for this service; however, we are all here to establish relationships, and this is not the only deal that I will close in the near future. 

I know that this is a big ask that doesn't involve any immediate fee for this service; however, we are all here to establish relationships, and this is not the only deal that I will close in the near future.

But- if there's a chance of shifting toward that in the next few years establishing the fact pattern early couldn't hurt. 

In the past, I've established a specific dollar amount that we document ahead of time, that way I owe them the money regardless of the profit on the deal.

@Brian H.I would absolutely reach out to a few of the established Tax pros here on BP. 

I would like to create my own hard money lending company, or enter into an already established partnership where they are focused on the customer and where growth in lending is put as a top priority.

This documentation is usually a letter from a medical doctor or treating therapist who can establish the disability and need for the assistance animal.

At the point that you have established a working relationship with a lender this will get easier.How many banks have you checked with? 

They look for customers with established bank relationships and 680+ type scores.