CU and local bank is the way to go for that product specifically. 

We want to avoid letting money just sit in the bank account when we know we could be making it work for us.

For example, bank accounts we control and specific investor capital accounts are all tracked in this same software.For our investor reports, each month we download spreadsheets, write a narrative for the month's performance and then export it all to a PDF.

traditional Lessons learned?

Because interest rates are high right now it probably doesn’t make sense to pull extra cash just to stick it in a bank account.

They have an app, scan your mail, forward mail, and will even deposit checks (forward/mail to your bank).

I didn't know if it was easy to close a SDIRA and roll it back over to a traditional or not if my investment pipeline runs dry.Thanks

I'm leaning towards separate bank accounts to be safe.

There are several benefits of having cash in the bank/liquid reserves versus an open end mortgage (a.k.a) credit card.

This of course depends on your starting bank roll - but if its like mine (under 100k) - Im trying to put as little as possible into it on top of initial equity and fees.this will likely chew a big hole in your ROI  (now if you are looking to improve value with a cash out refi or a great prospect comes along that needs combo new plumbing, roof, windows, foundation repair, etc - well just make sure you know what youre getting into and/or have a good contractor and finger on the pulse of the market when estimating the ARV YOURSELF - couple missed items and you risk having a bad first investment and not doing it again).    7) dont be scared be ambitious ( i should heed my own advice sometimes) 8) define numbers goals within your target areas.