My favorite is to get them to elaborate about current or previous jobs or customers - if they speak poorly about anyone, it is a warning sign in my book. 

I custom design my marketing pieces to the specific market I'm sending to.

I've not worked with them so can't speak to customer service but I have heard mostly positive things.

So as I was and still am one of the larger clients  customer service did this all for me.they kept a spread sheet of every NOD .. they would update it weekly and give me lien position tax's IRS etc etc.

When an HML knows a borrower, has done business before, they may well cut the interest for a good customer.

Can't say I have come across that software, people usually put together custom spreadsheets(excel, Google sheets, OpenOffice) and use those.

It does though depend on how good the customer was initially at property management.

The reason for that is because each door will need to be custom made. 

What I'm afraid of is having to carry the property until I have a clientele or return customer base.

Quickbooks, lots of custom spreadsheets and then folders for each property for paper docs and receipts.