Use third-party experts for thorough analysis and efficient software for streamlined documentation to enhance your due diligence reports.In my experience, leveraging due diligence can lead to better outcomes.

Getting a HELOC without a full appraisal can be tricky, but there are a few ways it might be possible, especially if you’ve added significant value to your property.Showing Recent Home Improvements : Providing documentation of recent home improvements and their costs might convince a lender to waive the full appraisal.High Equity : If you have a significant amount of equity in your home, lenders might be more flexible with appraisal requirements.Streamlined HELOC Programs : Some lenders offer streamlined or fast-track HELOC programs that don't require a full appraisal.

It’s helped streamline my follow-ups and ensure no potential client slips through the cracks.

For example, idea would be to automatically send aggressive offers and or emails/texts so these deals can be procured, is there a way to streamline/automate this type of system ?

I have done several projects now and really streamline my business.

Integrated into Lodgify so I can better streamline all my OTA management into 1 central location.4.

I would also shop with a local mortgage broker as currently United Wholesale Mortgage is running a 125 bps special on Government refinances through the end of September meaning if you did go FHA streamline then you should be getting a rate of around 5% (borrower paid)4) If you havent asked, at 700K+ loan tell your lender you want to go Borrower Paid and you expect them to only charge a 1% origination charge fee.

They are also more flexible with LLCs and can streamline the underwriting process, focusing on the cash flow of the property which further assists scaling your portfolio. 

Here are a couple of software options that I think might be a good fit alongside those third-party services: BrytSoftware: This user-friendly platform streamlines tasks like loan payments, statements, and communication with automated workflows.

With all that said will the DTI still be a large issue if I have almost a $500k in equity in the current home , a couple hundred thlusand in ira/401k , and around $300k crypto that could become liquid?