I think making it more generic and less custom is the safer bet.

I'm a very patient customer, so I just let it go, but then I saw the BP podcast was promoting them again.

Agent: Their experience with investing personally and their experience working with customers just like you.

@Jules AtonWe have started marketing to our guests as it is cheaper to keep a customer than to find a new one.

Here's a blog I wrote about H.S.A.s invested in alternative assets Financial Independence Retire Early - Achieve FIRE Faster with a Self-Directed HSA- https://udirectira.com/achieve-fire-faster-with-a-self-direc...

Then you can read a more in-depth book like The Book On Rental Property Investing by Brandon Turner or The Unofficial Guide to Real Estate Investing by Spencer Strauss.Here's a guide that teaches you how to analyze a property.https://www.biggerpockets.com/blog/rental-property-cash-flow...Finding deal that cash flow is the easy part.

Some of Invelo's features include:- List Builder- CRM with different databases for prospects, leads, and deals- Advanced marketing with direct mail, ringless voicemail, email and custom sequences- The most advanced skip tracing- REI video training series + expert-led masterclasses- Facebook communityand so much moreAs the founder of Invelo, my team and I are here to answer any questions about the platform.

With the limited access in Yardi, you won't be able to adjust account trees and create multiple customized financial statements. 

You are basically a retail customer at that point.

I have a ton of customers in CA that have purchased in all over Middletown, OH.