I personally prefer to be more on the advising and relationship side so I can give my clients more tailored solutions, help them avoid pitfalls, connect them to people that can help them grow and structure their portfolios and I treat this industry more as a relationship business rather than a transactional business. 

Don't be careful when doing a flip in a single family neighborhood that's near a tailor park.

This flexibility helps tailor your portfolio to your investment goals, simplifying management or spreading risk.3.

For tailored guidance, consult with a tax professional.Good luck!

There are definitely pros and cons to each so I figured I would just lay out a few benefits and personal thoughts: Small banks/brokerages:Pros:- Some regional knowledge of the market- Possibility of more creative lending guidelines with bank specific programs- Sometimes they have competitive rates for their areaCons: - weak balance sheet (more strict on some guidelines, no wiggle room, inability to be flexible or grant exceptions because they cannot afford to hold less than perfect loans)- Can't scale with clients to different markets- Usually limits exposure to individual investors (they don't want one investor to be too big of a portion of their balance sheet)- Lack of experience with multiple solutions (tend to have 2 or 3 loan products they sell and are too niche to provide tailored solutions)Large banks/brokerages:Pros:- Large compliance departments that understand individual market guidelines (typically each state has specific lending guidelines that augment the national baseline)- Ability to scale into multiple markets with same lender (licensed in many states)- Impossible for individual investors to "outgrow" a large bank's balance sheet (not concerned with one investor's concentration)- More lending solutions available for different scenarios- Often comparable or better rates given the game is volume basedCons:- Can be more difficult to get fast responses if the bank/brokerage does not have good follow up systems in place (or if the underwriting/processing staff gets overwhelmed)- Bad large banks can feel less like a relationship and more like a cog in a factory (less personal)Overall, I have worked from both and worked with both as a loan officer, branch manager, and as an investor/client myself. 

Both of these ladies know the market extremeley well and have years of experience tailored around midterm rentals.

We currently use Podio, but we hired a developer to customize it further, tailoring it more closely to our systems and processes.If you are just starting out, you could use the basic Podio template and continue customizing it over time.

@Tucker Cummings I’ve used Podio for 7 years now for the fact that I can tailor it for my overall operations.

My response will be tailored to what we do...Yes, we offer No PPP all the way to a 3 YR PPP. 

They have a real estate specific version and while it's $700 a month + $2k setup fee, it absolutely blows everything else out of the water as it's tailored specifically for real estate agents.Here's an article from realgeek about it: http://www.realgeeks.com/blog/infusionsoft-marketing-real-estate-agents/