I am looking for software that will assist with the syndication process.

In connection with its duties, Qualified Intermediary shall be protected for acting or refraining from acting upon any written notice, request, consent, certificate, order, affidavit, letter, facsimile, email or other communication or document furnished to it under this Agreement and to have been signed or sent by Exchanger or any of its officers, attorneys, or other representatives, provided, however, that any instructions relating to disbursements of funds shall be subject to the provisions of Section 3.4 above and the Disbursement Instructions shall be signed by the taxpayer or submitted by the taxpayer online via the Software."

I wanted to know if you guys have software that can get that kind of information easily and efficiently.

Services such as HelloSign or even more comprehensive property management software like Cozy or TurboTenant offer electronic signing as part of their application processing tools, sometimes without the same limits as DocuSign.

I think if you’re just starting out you may be over thinking it to want to automate everything with expensive software.

I use Turbotenant as my management software and they also have template leases for every state :) 

@Clare Yuritch /  @Byron Valles are you using it for personal use or with clients as advisors@Jake DeBoer I'm testing it out for personal use but we have been looking to switch our planning software.

I was wondering if anyone has best practices for using the software and creating follow up campaigns as well as how to appropriately tag conversations when people either are pissed off or say they are not interest.

If you let it go to voice mail, they will keep calling (they use software, like a mojo dialer).About having an LLC.

I've been in software development for over 15 years and leaving the 9-5 to stay home with our son.