The payment method they have on file will not process tomorrow so I will not be able to access the account anymore.

I use:• DealCheck for underwriting• QBO for all accounting + amortization schedules• A simple class and tag system for rehab tracking• A separate depreciation file for my CPAIf you’ve dialed in a process that works well for flips, I’m always open to comparing systems — it’s rare to find investors who take the backend as seriously as the front-end deal finding.Appreciate you sharing your workflow.

Pretty sure I'd butcher that process if we try filing through TurboTax again. -- A focus of my family's 2026 investing strategy is tax efficiency.

If they are in process of being evicted, that could be IF your requirements list no ongoing or previous evictions.If they are unemployed, they would need to have guarantor that meets income and credit score requirements.

Then I'll consider my upfront costs (due diligence, recording, loan boarding, etc) and ongoing costs (loan servicing) and back into a price.I don't sell often but if I do I want to sell to an institutional buyer.

@Richard Anderson @John Sayers@Lindsey Buxton Is this offer ongoing? 

Though, this process will be the same for the other state (if you created a CA LLC you may need to register it as a foreign LLC in the state in which you are doing business/holding property).

We then show the unit, answer general questions, and if they ask about the application process, I will give them an application and advise them of the process.

For various reasons, I don't love the current property and want to 1031 exchange it for them.If I manage the whole process, can I qualify as a REP?

I need a comprehensive solution that can:• Track the property from the initial purchase through ongoing management• Record and categorize all rental expenses• Allow me to scan and store receipts digitally• Monitor additional costs associated with the properties• Track rental income and proceedsI would appreciate any recommendations or suggestions you might have.