Aaron Fischer
Transition to Inspira Financial Trust from Quest Trust Company
21 January 2025 | 3 replies
Service disruptions can understandably lead to frustration.From my perspective in the self-directed IRA industry, effective communication and responsiveness during transitions are crucial to maintaining client trust.
Kevin Brown
Best Accounting Software
3 February 2025 | 8 replies
Transcribing transactions from bank statements, posting transactions to the correct accounts, and then manually creating an income statement, statement of owner's equity and a balance sheet is a fairly time consuming process and I have not been able to keep up with the book keeping between my regular work responsibilities.What accounting software do people recommend?
Bryant Arria
Has anyone used AI Cold Callers?
20 January 2025 | 6 replies
@Bill B. yes a good AI platform will keep a DNC list and or scrub for DNC and prevent communication from happening in the future.
Grant Woodward
Pool liability mitigation
4 February 2025 | 13 replies
Yes, agree with the above:--good communication with your insurance company--liability insurance-- fencing, signage and safety measures in place
Fareen E.
Refusing a Tenant Prospect Before Showing/Application
13 January 2025 | 31 replies
If you have clearly communicated your requirements to the prospect, then they are simply not adhering to them.
Ashley Shearer
Property Mgmt - First Right of Refusal Program for Maintenance?
17 January 2025 | 3 replies
We communicate with the tenants or have the property mgmt company communicate with the tenants throughout.
Account Closed
Property managers allowed unsupervised showings, resulting in theft
17 January 2025 | 5 replies
There are several other issues (undisclosed maintenance markup fees, excessive charges to our account, significant reductions to agreed rent without communication, etc).
Chris G.
Drain Field Replaced at Rental Property and Broken Cable Line Responsibility
13 January 2025 | 1 reply
About 3 months have gone by and we just received an email from a communications company billing us $4,000 for breaking a communication line buried in the yard.
Sarah Rilling
What Questions To Ask When Joining A Mentorship Program?
24 January 2025 | 3 replies
Why ask: Knowing the mentor's expectations will help you prepare for what’s required in terms of effort, communication, and engagement in the program.Asking these questions will ensure you make an informed decision about whether the mentorship program is a good fit for you and your goals.
Jason Hathaway
What’s your thoughts on Owner Financing
4 February 2025 | 9 replies
Seller financing can be a valuable tool when used correctly, but its effectiveness depends on how it's structured and implemented.