Run a full background check to see their credit score, prior evictions and criminal record.

I'm wondering if since you are not technically calling someone when you use an RVM if people are loopholing there way into having a larger viable call list and just including DNC numbers. 

I have a business mentor, a technical mentor (for using software programs most effectively), and one on one support for SEO. 

A link to FilePlace is at the bottom of every page, so it is easy to find.If you have technical issues, send an email to [email protected] and someone will help you.

As far as more technical financial analysis you mentioned above, I have found it is easiest to track these items in excel - I just update the workbook each time I analyze.

@Ruben VanDusen what is your friends REI background?  

Reopening this thread, I’ve taken the plunge on a single family home just outside of Pine Plains, technically is Gallatin Twnshp, Columbia County.

@Jay Cho it's more complicated that you may think.You technically won't own the property!

To give you a bit of background, I know very little about bookkeeping beyond managing my budget for the last three decades (ugh), so this is all pretty new to me.Here’s my current setup:I’ve had a property management company using AppFolio to handle the heavy lifting – rent collection, owner distributions, expenses, and the whole shebang.

In my experience the basics for a functional RE based CRM are:Custom Fields for Data Objects (Leads, Prospects, Applications, Buildings, Units, etc...)A Screening Engine (background/credit checks, employment verification, etc)Online Rental Application (this should automatically run the application through screening)Ability to mass email/sms leads and tenants to provide informationSurveys/Inspection formsI've been building real estate CRM tools for years.