I use QBO to keep track of my properties and do this for my bookkeeping clients also.

@Clarissa Zimmermann I usually direct my clients rent.app

Your brokerage is required to supervise you, and maintain all records of the transaction, just like any other client. 

One of my clients had a $1M deal under contract where they needed to do a $300k raise. 

Like you, when I'm working with clients I highlight the key advantages of the conventional rehab loans (Fannie Mae's Homestyle and Freddie Mac's CHOICERenovation) are:- They can be used for investment properties- You can include luxury items- They have a higher limit – $806,500 in most places.Jeff

@Jeanette Land I work with clients in 11 markets across TX, OK, MO, TN, AR, and AL finding them turnkey properties for their portfolios.

You search for existing guides, select the best and provide the link or the document to your clients.

Hi, @Celine BessonI work exclusively to help my out of state investor clients find great deals in the Memphis real estate market. 

Some of our borrowers are focusing on 4 bed 2 bath section 8 to push those numbers even higher.I pay close attention to 4-bedroom homes in Memphis for S-8 clients 

In our case, we used our CPA, who creates SD 401(k) plans for his clients, though I’m sure he obtains the boilerplate from a facilitator.