I would like to be able to build a consistent workflow and cooperation with this person. 

What workflow software do people use not for collecting data, but for the management of screening?  

Any insigts on how to manage this workflow?

Any insights on how to manage this workflow?

This is how we help our clients with workflow, process and procedures.

Hello Trevor,I have a top property management company located in San Antonio.I be happy to chat with you about your findings and would be interested if you develop any systems that would help improve our service with owners or tenants.We are currently one of the most technologically advanced property management company in the US.We even build our workflow system for other management companies across the country.

What is your workflow for lease signing?  

I am very confident about the construction related details of completing a rehab project (cost estimating, scheduling of trades and work flow, etc.) and I would like to find a partner who is very familiar with the the other non-construction aspects (acquisition, financing, marketing to sell, etc.) in order to mitigate some of the risk of doing a flip on my own.

Globiflow is a 3rd party solution that you can use to create work flows that you can setup to automate certain things.  

Equally as important as figuring out what regulation or rule one plans to offer the security under is HOW the platform or issuer operationalizes their policies, procedures, workflows, and compliance to follow the spirit and intent of the applicable rule or regulation.There are some platforms out there taking liberties--some calculated and some not--with regard to the whole question over marketing under 506(b).