@Tyler Koller, we use QBO for all of our Clients but I don't recommend it as a PM software (since it's not that).

To those reading, to be clear, I am NOT a Tardus client.

I have a friend who is a banker locally, he's seen business bank numbers for 40 years...he know what makes a strong business client and when it is a weak business with some good years.

That's why we require clients to spend a couple days with us in Milwaukee up front, so we can get on the same page and determine an asset quality.Hint: the hood looks much better on a spreadsheet than up close in person.

The BP function allowing you to check references and actually talk to real clients of those QIs is a great advantage.

@Alec JacobsI often recommend Relay to my clients.

Every day I mark how many calls to leads I made, how many people I contacted (and was it email, call, text) from my database/past clients....how many social media posts I answered or made, etc.I don't know if that's automating, but every week I can quickly see how much of each money generating thing I did.Do you use Google Calendar? 

I got her money back of course, I learned that being the nice guy (which I am known for) has to protect their clients interest at all costs and you have to really use your head and figure out how to get it done while staying the nice guy.  

Hi Irene,I had a client that did this with a home and a barndominium next door. 

Evan,  As a local broker, I’ve assisted many clients with the entity transfer process, often referred to as a "drop and swap."