Dealpath seems like it could be a great fit if we scale as projected over the next 3 years, but I want to make sure we're choosing the best tool for our needs.Ideally, we're looking for software that allows us to integrate our existing Excel models and helps with deal organization and KPI tracking.

@Gino Barbaro has an excellent education and coaching program.

He eventually put a new roof on my building and did an excellent job! 

It is likely most of them are familiar with both conventional, FHA and potentially other financing options that could be a good fit.

If you look at the PadSplit website, they put up walls and convert the living room and dining room into more bedrooms, to fit even more people and get those high incomes. 

This deal was an excellent example of how Partner Driven’s renovation strategies, combined with market expertise, can yield substantial profits in a relatively short period.

That will determine what type of brokerage is the right fit as you learn.

But it only works if it fits your goals.  

. - LLC doc sets are fairly cheap and easy to create these days (with limited assistance from lawyers) and its much much better to have that cover bases on arrangements like this - it will also fit nicely with financing options - whether you take on debt from a lender in a co-equity situation like your first plan (refinance loan to LLC post rehab?)

.), so some numbers overlap, but there are some excellent data points to consider.