4 Resi Portfolio: Loan Mgmt & Refi - Seeking Your Wisdom!

[Ron Amshalom]

I want to start optimizie my portfolio, therefore I want to do it on the loans side first.
If you have some wisdom to share - I will be greatful!

Loan Tracking: How do you efficiently manage multiple loans? (Tools, spreadsheets, etc.?)

Refinance Timing: What are your absolute "must-refi" triggers? (Rate drops, equity, etc.?)

Rate Optimization: How do you ensure you're getting the absolute lowest rates possible? (Negotiation tips, lender comparisons, etc.?)