Overview
Investor Support is dedicated administrative support for investors acquiring, holding, and disposing of Michigan property. DeedSide compiles property research, organizes due diligence materials, assembles offer packages, maintains portfolio and entity records, coordinates vendors on document and scheduling matters, and keeps project administration current across multiple assets.
The work is administrative, organizational, and research-based. DeedSide gathers what is available, documents where each item came from, tracks what remains outstanding, and maintains the record set. We do not provide investment advice, legal advice, financial or tax advice, property valuation or return analysis, property management, contractor supervision, or brokerage representation. Every decision — what to buy, what to pay, what to fix, what to sell — remains yours and your advisors'.
Work is performed inside the systems you already use, under the access and permissions you grant, and handled confidentially. Entity documents, financial statements, lender correspondence, and deal terms are treated as confidential and shared only with the parties you authorize. Every engagement begins with a written scope confirming tasks, turnaround expectations, communication authority, and reporting cadence.
Purpose
The purpose of Investor Support is operational efficiency. Portfolios rarely fail because a spreadsheet was wrong; they strain because documents are scattered across email threads, diligence is done differently on every deal, closing packages are incomplete when a lender or accountant asks, and project follow-up depends on whoever remembers.
By assigning research compilation, document organization, deadline tracking, and vendor follow-up to a dedicated administrator working from a documented process, each acquisition is diligenced the same way, each property carries one complete record set, and your attention stays on underwriting, capital, and strategy.
Common Problems Solved
- Property records are spread across email threads, folders, and spreadsheets
- Rehab and acquisition timelines are tracked in a way only one person understands
- Vendor and contractor follow-up slips as the portfolio grows
- Due-diligence documents are gathered from scratch for every deal
Who It's For
- Buy-and-hold investors with growing Michigan portfolios
- Fix-and-flip operators running concurrent projects
- Investors submitting multiple offers per month
- Landlords and property owners managing their own back office
- Out-of-state owners holding Michigan property
- Small investment groups and partnerships without in-house administration
What's Included
Property Research
- Register of Deeds retrieval of recorded deeds, mortgages, and instruments of record
- Property tax status, assessment history, and delinquency records compiled by parcel
- Parcel data, legal descriptions, lot dimensions, and plat maps of record
- Zoning classification and municipal ordinance references as published
- Building permit and code enforcement history where publicly accessible
- Ownership chain compiled from recorded documents
- Listing and transfer history assembled from available sources
- Written research summary noting each item, its source, and its retrieval date
Due Diligence Support
- A standardized diligence checklist applied to every target property
- Due diligence packet assembled and organized by category for each property
- Inspection, appraisal, survey, and environmental report collection and filing
- Utility account history, service records, and available capacity documentation requested
- HOA, association, and condominium documents requested and tracked to receipt
- Lease documents, rent rolls, and tenant files collected and organized for occupied property
- Insurance loss history and quote documentation collected from your providers
- Diligence deadline and contingency date tracking with advance written reminders
- Running open-items list showing what is outstanding and who owes it
- Missing, inconsistent, or expired documents flagged to you in writing
Offer Package Organization
- Offer documents prepared from your templates and instructions for your review
- Proof of funds, pre-approval letters, and entity authorizations assembled per offer
- Supporting research and diligence exhibits compiled into a single package
- Signature routing through your e-signature platform with reminders until executed
- Offer submission tracking by property, date, agent, and current status
- Counteroffer, addendum, and amendment collection with version control
- Offer log maintained across all active pursuits with terms summarized as written
- Executed packages filed to the property record and handed to closing coordination
Portfolio Organization
- Portfolio tracker maintained by property, entity, address, and acquisition date
- Standardized folder and naming structure applied to every property record
- Entity document organization: operating agreements, EINs, registrations, and annual filings
- Insurance policy, renewal date, and certificate tracking by property and entity
- Mortgage, note, and lender document filing with payoff and maturity dates recorded
- Closing document collection and archiving by property and entity
- Tax bill, assessment notice, and payment confirmation filing by parcel
- Key-date calendar covering renewals, filings, tax due dates, and lease expirations
- Document packages assembled on request for lenders, accountants, and buyers
- Disposition file preparation and document gathering when a property goes to market
Vendor Coordination
- Vendor contact directory maintained by trade, property, and preferred provider
- Scheduling coordination for inspectors, surveyors, appraisers, and contractors
- Quote and bid requests issued from your specifications and organized for comparison
- Certificates of insurance and licensing documentation collected and tracked to expiration
- W-9 and vendor onboarding paperwork collected and filed
- Access coordination for property visits, walkthroughs, and scheduled work
- Invoice receipt, matching to the property record, and routing to you for approval
- Follow-up on outstanding vendor documents, schedules, and deliverables
Administrative Project Support
- Project tracker maintained per property with scope items, dates, and current status
- Permit application paperwork assembled and submission status tracked
- Renovation timeline and milestone tracking from the schedule you provide
- Written status updates issued on the cadence you set
- Receipt, invoice, and change-order collection organized by project for your records
- Utility, insurance, and service account setup or transfer coordination post-closing
- Post-project document package assembled: permits, warranties, and closeout records
- Correspondence log maintained across lenders, municipalities, and vendors
Typical Deliverables
- A written scope of work confirming tasks, turnaround times, and communication authority
- A sourced written research summary for each property reviewed
- An organized due diligence packet per property with a running open-items list
- Complete, signature-ready offer packages and a maintained offer log
- A portfolio tracker covering properties, entities, and key dates
- A consistent document archive per property and entity
- A vendor directory with current insurance and licensing documentation
- Project trackers and written status updates through completion
Benefits
- Consistent diligence documentation across every acquisition
- One organized, retrievable record set per property and entity
- Faster closings through proactive document collection and follow-up
- Records ready the day a lender, accountant, or buyer requests them
- Offers submitted complete, on time, and tracked to resolution
- Vendor documents, schedules, and invoices coordinated without your involvement
- Confidential handling of entity, lender, and deal documentation
- Administrative capacity that scales with the portfolio rather than headcount
Why DeedSide
Portfolios strain administratively long before they strain financially — missing documents, untracked deadlines, scattered records. DeedSide maintains the documentation discipline under a defined process, so the portfolio stays financeable, saleable, and auditable while your attention remains on the decisions only you can make.
What's Not Included
- Investment advice, deal analysis, underwriting, or return projections
- Property valuation, opinions of value, or market forecasting
- Legal advice, title opinions, or interpretation of encumbrances and leases
- Financial, accounting, or tax advice, bookkeeping, or tax preparation
- Property management, rent collection, tenant placement, or maintenance dispatch
- Contractor supervision, construction management, or on-site oversight
- Brokerage representation, showing property, or negotiating on your behalf
- Securities activity, capital raising, or investor solicitation
- Receiving, holding, or disbursing funds
- Any activity requiring a real estate license, except as performed by licensed individuals under their employing broker
Service Options
- Per Acquisition
- Research, due diligence organization, and offer package support for a single target property through closing handoff.
- Ongoing Portfolio Support
- Continuing administration across your holdings: portfolio tracker, entity records, key dates, vendor documentation, and document requests.
- Project Engagement
- Administrative support for a defined renovation or repositioning project, including permit paperwork, trackers, and closeout records.
- Combined Engagement
- Investor Support delivered alongside Transaction Coordination, Property Research, or Rental Administration under one scope and one point of contact.
Frequently Asked Questions
- What does Investor Support include?
- Due diligence packet assembly, public-record retrieval, acquisition timeline tracking, coordination with title, lenders and contractors on document status, portfolio and entity record maintenance, closing document archiving, post-closing account setup coordination, and disposition file preparation.
- Who is this service designed for?
- Buy-and-hold investors, fix-and-flip operators running concurrent projects, small investment groups without in-house administration, and out-of-state owners of Michigan property.
- Can you support several properties at once?
- Yes. Work is organized by property and entity within one portfolio tracker, so records stay consistent as holdings grow.
- Do you analyze deals or advise on returns?
- No. We assemble, verify sources for, and organize information. Underwriting, valuation, return analysis, and investment decisions are yours and your advisors'.
- Where does administrative support end?
- DeedSide performs research, organization, tracking, and coordination. We do not provide investment, legal, financial, or tax advice, do not manage property or collect rent, do not supervise contractors, and do not represent you in a brokerage capacity or negotiate on your behalf.
- Do you prepare offers?
- We prepare offer documents from your templates and instructions, assemble supporting exhibits, route signatures, and track submissions. Terms, price, and strategy are set by you, and any licensed activity is performed by you or your agent.
- How is my information kept confidential?
- Entity documents, lender correspondence, financial statements, and deal terms are treated as confidential and shared only with parties you authorize. Access is limited to the systems required for the agreed scope, permissions are set by you, and access can be revoked at any time.
- Can you work with my accountant, attorney, and lender?
- Yes, on administrative matters: assembling and delivering document packages, tracking requests, and following up on outstanding items. Substantive questions are directed to them and to you.
- Do you handle funds, earnest money, or vendor payments?
- No. DeedSide does not receive, hold, or disburse funds. We collect and organize invoices and route them to you for approval and payment.
- How do you coordinate contractors?
- We schedule visits, issue quote requests from your specifications, collect insurance and licensing documentation, coordinate access, and track invoices and deliverables. We do not supervise work, approve scope, or make judgments about quality.
- Do you research properties outside Michigan?
- Our research capability is built around Michigan county, municipal, and registry sources. Out-of-state requests are evaluated case by case and confirmed in writing before work begins.
- How quickly can research be turned around?
- Standard property research summaries are typically delivered within two to three business days, depending on county record availability. Exact turnaround is confirmed in your written scope.
- Can you take over records that are currently disorganized?
- Yes. Engagements often begin with an audit and rebuild: existing documents are inventoried, filed to a standardized structure, gaps are identified, and missing items are requested.
- How is Investor Support different from Property Research?
- Property Research is retrieval and documentation of records for specific properties. Investor Support is ongoing administration across acquisitions, offers, portfolio records, vendors, and projects, and includes research as one component.
- What do you need from me to begin?
- Your current property and entity list, access to the systems where records will live, your templates and diligence preferences, vendor and advisor contacts, and confirmation of what DeedSide may request or communicate without further approval.
- Can I purchase Investor Support on its own?
- Yes. Investor Support can be retained as a standalone service, or combined with other services under a single ongoing engagement.
- Can the service be customized?
- Yes. Every engagement begins with a review of how you currently work. The task list, turnaround expectations, and reporting cadence are documented in a written scope before work begins.
- How do I get started?
- Complete the Partner Inquiry or schedule a consultation. We review your current volume and processes, propose a scope, and begin once it is confirmed in writing.
Discovery Consultation
Book a ConsultationReady to start the conversation?
A 30-minute Discovery Consultation, at no cost and with no obligation. We review how your business runs today and where administrative support would help most.