I am extremely appreciative.You ask me what my goals are in terms of instruments and geography.

Based on my estimates I'd net about $500/month.At the same time, I'm wondering if the money would be better used for buying/starting a business assuming I could systemize/automate it as much as possible?

The note is a legally binding financial instrument that is registered with the county clerk's office as a lien against the house.

Does anyone in the group have extensive experience using list automator and exporting/importing Data and filtering marketing lists?

- What is your automation strategy especially cleaning scheduling and dealing with customer requests, esp. at midnight?

This is a question for a local attorney but in general you will want a mortgage note and trust deed if you're in a trust deed state some states are mortgage only (both note and recording instrument is built into one document).Usually the attorney or escrow/title company acting as the intermediary will coordinate the closing documents for the rest like evidence of insurance, title insurance, coordinating notary.Hope that gives you a good start on the process.

@Ned Carey The real Estate Agent set me up with the automated listings emails.

If all or any part of the Property or any interest in it is sold or transferred (or if a beneficial interest in Borrower is sold or transferred and Borrower is not a natural person) without Lender's prior written consent, Lender may, at its option, require immediate payment in full of all sums secured by this Security Instrument.

I want to automated this process for my business. 

We are now investing in an advanced CRM that will interface with our PM software for even more customization and automation - including hiring a specific expert to implement it for us.It will be a painful learning curve - short-term pain, for long-term gain.Suggest you make your list as you learn on the fly about what various softwares offer.Check these out: Buildium, Doorloop, Appfolio and Rentvine.Take your time, because switching is another painful task:(