@Jack PasmoreWow, I truly appreciate your thoughtful response!

I appreciate your response! 

Thanks everyone for the responses.

I guess they are holding you ultimately responsible for pricelabs raising rates.

So you're going to get responses from a lot of people that offer coaching.

Thanks so much for your response.

I see the discussion, but it's talking about the amount "Jim" can take for the next loan, not anything about the time period between when one loan is paid off and the time until he can request a new loan.Asking more out of curiosity, I would be surprised if John Hancock had something incorrect posted on our retirement plan web page. 

This is a first for me, so I'm not sure whether there's a protocol or this isn't my responsibility.

If you're unwilling to charge a common fee, I wonder how you're going to handle a problematic tenant who is late on rent or responsible for paying the plumber to remove a kid's underwear from a clogged toilet.How will you conduct a credit/criminal screening without an electronic application?

You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.Good luck.