I have hired another company to handle all other aspects of my financial needs.

There's other dialers out there that's more custom tailored to organizing calls, lead follow-up plus much more cost effective and honest with a live customer service line.

I'm not sure why not - one of the great parts about real estate investing is that you can build a team around you for aspects you aren't as strong at or simply want to delegate to someone/expert and do the others yourself - look up "Core 4" for example - where you can have an agent, lender, manager, contractor all at once for your investments and can theoretically just let them do all the interactive work

What are you plans for the financing aspect (purchase/rehab and refi)?

It’s also worth connecting with local agents who know the market and can find coverage tailored to your needs. 

From designing the marketing materials to engaging and closing the prospective investor Matt and his team have every aspect of this training covered.

I'd weigh lightly on the 'trust' aspect.  

What aspect of their business, the property managment software or investment management software.

Hours of servicing the loans in all their aspects quickly eats up the points we received at the beginning of each mortgage & it feels like we're doing all the work for no compensation.  

That is different for everyone, but tailor it to your family's goals.She is in medical sales and dreads aging in this industry, so being able in 10 years to transition into fulltime REI with me is appealing to her.