If you have the money and not the time, hire pro researchers to pull files and collect and organize data yo your doecifuxations.

I'm organizing the Summit (with the help of others!)

Curry cited reticence to invest in marketplace lending firms as a good example of the benefits of partnering “with traditional banking organizations,” which “may make more sense from a strategic standpoint.”

Any bank can set up an account for a Series LLC just take your Articles of organization and Federal EIN # if you don't have one go to IRS.gov and they have an online registration or fill out IRS form SS-4 and mail or fax in.Hope this helps good luck

Here are some favorites for me:Buffer - Great for scheduling and automating social media posts.Podio - Great for organizing your leads and flow.Mailchimp - Best for newsletters and automated mailers in my opinion. 

Some personal skills include problem solving, organizing, being a task oriented person and a stickler for schedules.

My purpose is two-fold: 1) to help me keep organized and have a reference manual that I can look back on, add to and tweak as needed 2) provide instructions for every task that I could possibly outsource/hire out down the road so that I can scale and grow my business.Any stories, tips or advice you can provide would be greatly appreciated.  

I just randomly ran across an organization called Clubwealth.com.

HELOCs are typically bank products, not mortgage company products, so they have a lot more leeway in how they underwrite them. i.e. they are not trying to meet some government organization's criteria, just their own.

I organize a monthly meetup with a couple other members on the site, which we'd love for you to attend.Please feel free to reach out if you'd like more info!