You can also search online for tips/tricks on how to automate certain tasks and utilize the full features offered by QB.

Depending on the size of your portfolio, I suggest considering either "PROPERTYWARE" or "INNAGO":Propertyware is ideal for larger portfolios, offering customizable and automated reporting features.Innago has been very effective for me, enabling property marketing, conducting screenings, and managing rent and maintenance requests.

The podcasts really contained most of what's needed, and the courses he spoke about were really for automating things as you alluded to.

Portfolio = Income derived from financial instruments like dividends (including REITs), interest, royalties, and capital gains.Mostly income w/out loss potential, and favorable tax rates.Cap losses may offset cap gains w up to $3,000 loss.

I am sending 72k messages per month with unlimited drip follow ups and automations for under $1k per month.

The document or whatever instrument allows this would ensure that the obligation to pay for the mortgage and expenses (Taxes/utilities/maintenance etc...) falls to the corporation and not myself and would be paid directly by the corporation so as to not look like income in the form of a transfer from corp to me to lender. 

IE everything that at simpliest yellow sticky notes, to spread sheet can do but with automation and usefuylness for >>1000's of warm leads.    99% of investors don't have this 1000's of (active) leads problem.to have 1000 active leads you need 100 warm leads / mo that after 10 mo of adding 100/mo you have >1000 active leads.   

They do this because they want to know you can really qualify but also tend to sell you a bill of goods knowing their mortgage guy will try to use a debt instrument to make the deal look better than it is at the cap rate the seller is trying to sell at.

Here's a list of tools you can use to automate rent collection and other aspects of your business.

How important is automation in your marketing strategy?