If the software is not simplifying your life or making you more accurate, you shouldn't use it.Software does have extremely helpful features like online payments, marketing syndication (click a button, and your property is advertised on multiple sites), electronic document review/signing, maintenance tracking, and owner reports.

The answers to most of your questions can be found just by searching in BP or online. 

Have proof on hand (easy enough to find) online of the missed tax payments and any documentation that supports that he specifically didn't pay his taxes.Probably a simply mistake on his part, but now if he wants to develop on it, he either has to land lease it from you or buy it back.I'm not sure how the whole tax deed thing works, so that would be something you have to figure out between the two of you.

I have integrated a couple of other platforms and had to do the exact same steps when it came to being able to receive payments online.

@Jenny Yu do they have an online portal you can log in to?

Overall, sounds like there is more inventory coming on line in 2025 in some major markets so wondering what some of those leading indicators of a "bottom" might be.

I'm looking to do a cash out refi on a duplex I have, but I cannot find any reviews online or much of an online presence for them.

There are many resources for you to connect online and in person.

He has an online network called Financial Friends Network.

These include website/investor portal, CRM, in-person meeting space or online (Zoom), online scheduler like calendly.The secret is to create a "system" so you can keep the flow of PMLs coming through your pipeline.