All Forum Posts by: Isaac A.

@Isaac A. I believe they use Yodlee to grab transactional data from banks, a service that many other financial software uses (Xero, mint...). Companies that provide services like Yodlee's, employ very strict security measures and have to go through very strenuous data security mandates.

I'm unsure if you can manually upload transactions in Stessa, but I personally wouldn't find it an issue connecting to Yodlee through them. I've used Xero before and it saves a ton of time having direct bank-feeds over manual uploads.

Thanks. I did cancel my mint and personal capital accounts. I just don't see the need. I am not fully convinced on such 3rd party software

Fair enough, have you had any luck with software which you are manually uploading transactions? Many people I know don't find it a hassle just uploading when they use similar software.

I am reviewing Stessa. Fact is there are so many of these tracking thing out there.. Some ends up selling user info to other services. Looks like they all copying from Quickbooks

1 Vote

Finding the right mortgage loan is arguably just as important as finding the right property. After evaluating multiple loan officers and companies within a 1yr span - comparing rates, lender cost to close, and ability to close on time, no one was close to McGlone Mortgage Group.

Brenda Quackenbush(Loan Originator) took personal responsibility throughout the loan process, demonstrating timely and prompt manner communication. Overseeing the loan process thoroughly and competently, meeting crucial deadlines. My response to emails questions was in real-time, usually within 5mins.

Brenda and the closing team anticipated complications and took proactive steps to avoid any problems and resolve issues in a timely manner. The closing date was earlier than the original contractual closing date.

In my opinion, what sets McGlone Mortgage Group apart is that when problems come up, they’re going to give you the personal attention you need and a diverse mortgage program availability for owner and nonowner-occupied.

Feel free to contact Brenda for your mortgage lending needs!

Brenda Quackenbush

(NMLS ID: 126932)
Mortgage Loan Originator

Licensed in: AZ,IN,MI,TN,VA,NJ,CA

Web Site: https://bquackenbush.mcglonemtg.com/

Reviews:

http://www.bbb.org/wisconsin/business-reviews/mortgage-brokers/mcglone-mortgage-group-in-appleton-wi-1000022082

https://www.zillow.com/lender-profile/brenda5043/

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I am looking into investing in Townhome in Nashville, TN

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Originally posted by @Gabe Meikle:

Thanks. I did cancel my mint and personal capital accounts. I just don't see the need. I am not fully convinced on such 3rd party software

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Originally posted by @Caleb Heimsoth:

@Isaac Agbolosoo. Memphis TN

I think the TN market is going well for some people

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Originally posted by @Richard Holbeck:

My favorite place to buy is as close to me as possible. I find that this keeps me from having any long distance issues with management and vacancy as well as only having to deal with my local state rules and regulations.

You absolutely right !!

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Originally posted by @Vladimir K.:

Fortunately enough one year requirement lapsed and no issues with the bank.

Did you have to wait till after 1 year to rent?

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Originally posted by @Max T.:

I don't like giving 3rd parties my login info to bank accounts. Same reason I don't use personal capital.

I am curious to your statement of not allowing 3rd party.. any experience?. I was thinking the same on not giving my info to 3rd party

1 Vote

All Forum Posts by: Isaac A.

Isaac A. has started 5 posts and replied 113 times.

Post: Fourplex investing with an impending recession?

Post: Strategy for Northern Michigan Vacation Rental?

Post: Does anyone use Stessa expense tracking for there properties?

Post: Mortgage Lender Referral - Licensed in: AZ,IN,MI,TN,VA,NJ,CA

Post: Thoughts on townhouse rentals, for first property?

Post: Does anyone use Stessa expense tracking for there properties?

Post: What Is Your Favorite City to Invest?

Post: What Is Your Favorite City to Invest?

Post: Renting out my primary residence home

Post: Does anyone use Stessa expense tracking for there properties?