I just got off the phone with a realtor who was asking about property management services for his client.

“In today’s rapidly evolving real estate world, the truly complete platform does it all-lead generation, deal management, marketing, and client care-empowering agents and delighting clients at every step.

Many are not taking new clients and definitely not last minute.

Your client that doesn't have any money? 

I have known had many clients investing in North Carolina, using trusts or LLCs.

I would love to see some of the work you have done for your investor clients.

I have all my clients on QBO to track with different Classes for each property and use the Statements to confirm balances, which is usually copying prior month transactions and adjusting them if needed, then having the bank accounts sync in other transactions too. 

For clients in Durham, NC with free and clear property, combining trusted local mortgage lenders focusing on property-backed loans provides the best advantages.

Mortgage professional for over 20 years and leads a team of mortgage advisors focused on helping real estate investors succeedSince Q3 of 2025, Jeff has:*Featured on the BiggerPockets Podcast RE Episodes 1163, 943 & 939 and BiggerPockets Rookie Show Episodes 588 & 409*Closed 37 deals, with 40% of his business coming from BiggerPockets investor leads*Converted 19% of his BP leads an outstanding track recordIn this exclusive session, Jeff will reveal the day-to-day habits that drive consistent deal flow.Agenda-How to build a strong brand as a loan officer in a competitive market-Jeff's systems for lead management and client follow-up-How to overcome objections and turn skeptical leads into loyal clients-Real examples of what's working in today’s lending environment-LIVE Q&A: your questions answered in real-timeTotally Free to join!

My client was pre-approved for like 6.5%, then we went to go look at those and I was shocked!