@Chad CutshallI can't answer for them, but their website doesn't indicate that buying/reselling notes is part of their business model.

I’ve been in the real estate business for almost three years now and have completed five deals: one buy-and-hold long-term rental, one short-term rental, and three fix-and-flip projects, for which I helped raise capital.

As far as the business card is concerned, to me personally I think having both things on one business card is acceptable .  

I have yet to do a 1031 exchange or a cost segregation study (I'd like to see how this plays out long term when selling or doing a 1031 exchange into a different property) or expense business travel/mastermind/classes. 

I use Coterie for business liability. 

Since it's your current primary, you would need to move out, change your address, and likely get a lease in place before closing on the DSCR loan since the lender needs to prove this is a "business purpose" loan and not a loan on your primary residence. 

I've been in the CRM business for years and real estate investor since 2003. 

That you will continue your business for a while. 

Years in business?

A good real estate accountant can save them thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.I recommend that they find a tax accountant who specializes in real estate taxation, business taxation, financial planning and tax planning.I would also recommend that they look for a accountant willing to work with them throughout the year, who can help them strategize and who is responsive when they want to know the consequences of the financial decisions they are making throughout the year.Good luck.