If anyone has sample packages or templates you’re willing to share, that would be a huge help.To be clear: I’m not asking for funding — just learning how to package my materials so that when I approach lenders, I’m professional and prepared.Thanks in advance for any insights! 

I’d love to get a sense of options if a buyer wanted to bundle this package differently! 

A lot of wholesalers/brokers I connect with like having a lending partner they can point buyers to, since it helps deals close faster and makes you look like the full package when you bring a property + financing solution. 

While we can’t directory choose the appraiser (that’s illegal) we do control the process and docs until the loan package is submitted to underwriting.

If you have several properties, it becomes a lot of work if you one bank account for each tenant, so most people just switch to tracking the amounts through an accounting package but still holding all the security deposits in one separate account.On our apartments, we have all those funds in the operating accounts and keep careful track of each resident's deposit in our accounting package.

Evan — love the way you’re packaging deals with NOI, OpEx, and cash flow built in.

That way everything from start to finish is in one package and we can quickly find expenses, costs, etc.We do the same .... love the idea of something else but cost vs what we actually need to do, and I like the expenses kept with each project vs spread across the year.   

Investors will want to see a simple package with pro forma, comps, timeline, and exit plan.On Kauai specifically, highlight how you’ll stay compliant with rental laws—long-term and mid-term strategies give confidence.

Quote from @Ryan Spath: Practical suggestion:25% down is generally strong enough, but don’t go lower.Get a solid attorney to draft the note, deed of trust, and balloon structure.Consider selling one or two at a time instead of packaging all three — unless the right buyer comes along who’s strong financially.You could even keep one property as a “backup” cash-flowing rental, and sell the others.Ryan thanks for this ! 

In my experience, the best notes often come from a mix of sources depending on your strategy:Direct from banks or lenders: Often the cleanest deals with clear documentation, but sometimes require more upfront networking.Brokers: They can package notes and provide access to deals you might not find on your own, though fees can apply.Secondary markets/online platforms: Good for smaller investors or those looking for volume, but you need to do your due diligence carefully.Personally, I combine these approaches, building strong relationships with a few banks and brokers while occasionally checking secondary markets for off-market opportunities.How about you do you have a preferred channel for sourcing high-quality notes?