whats the issue if you are the one underwriting the loan and it goes bad it should be quite rare to now want to charge your investors for something they did not do I suspect is going to be stepping over dollars to collect pennies.. taking care of your clients long term is part of doing bizz like Chris mentioned.. 

That's what separates the best real estate agents who represent investor/developer clients.

To avoid unnecessary liabilities, delaying acceptance or exploring a cash alternative may be the safest financial option.This post does not create a CPA-Client relationship.

And the only "client" reviews I've seen mention that their customer service is non responsive and difficult to get a hold of once you're purchased their services.

Consult a CPA or estate attorney to ensure compliance.This post does not create a CPA-Client relationship.

This also helps with tax planning so clients aren't blindsided.The tools/software that clients use is as varied as the clients themselves. 

Would it be wise to use a HELOC on our current residence to use for a down payment on a new propertyHi David, as someone who works with a lot of OOS investors, I would let you know that most of the clients I work with have never physically visited when buying their first investment property - the most important thing is working with a great investor agent and doing proper due diligence.

@Tyler Koller, we use QBO for all of our Clients but I don't recommend it as a PM software (since it's not that).

I did meet my target client..

Hi @Kobe CarrThese are all things I do for my investor clients.