The best investors use both—leveraging technology to streamline the process while relying on their expertise to identify the nuances that software might miss.

Have a client interested there as well as myself and just wondering how it's going! 

@Simon Girmay we've got many clients from Toronto and Vancouver areas investing in Detroit.DM us...

Since my firm is an investor private client boutique, I do not share resources outside of my client base.

So when my clients work with me, I simply guide them through the process of originating their own loan (legally, in the states that allow it).

This post does not create a CPA-Client relationship.

@Lauren Merendino I know a lot of my CFO clients like to see a picture vs. just numbers.

@Alec JacobsI often recommend Relay to my clients.

My partner is a builder in the LA area and his client posed an interesting question for him that could affect financing in the future. 

This info also gives agents the edge in guiding clients, setting them apart as the go-to experts in Carlsbad’s fast-moving market.If you're curious about how SB-423 can work in other parts of California, definitely check out It's Time to Invest in California, now!