Setup custom workflows, keep reminders, and contacts at a minimum. 

Operational Efficiency: What are the most effective operational practices you've implemented that have streamlined operations and reduced overhead costs?

Shoot for something that the stereotypical customer of the theater(s) would enjoy for before/after a show.

It's also essential to stress-test assumptions, ensuring the deal can withstand tough scenarios.Using models or spreadsheets streamlines the process, but mastering underwriting takes time and experience, evolving with market changes.In short, underwriting involves dissecting financials, considering market trends, and stress-testing assumptions.

Finally, the implementation of a streamlined model or spreadsheet enhanced efficiency and allowed for quick analysis.

I have a biz cc with a decent limit and since Ive been a good customer with excellent credit they extend me ZERO interest cash advances often good for 18-21 months!  

These got busted for setting up accounts without customers consent.

So there's arguably more value in that established customer base.  

I would make one recommendation and that is to look up some smaller brokerages to see what other agents (or even their customers) have to say about them.

When we do get a customer that wants to work with us, the builder tries to torpedo us at every turn.