And not that I would use it, but I have yet to receive the $250,000/$500,000 pre-approval they promised for all in attendance.Glass half full, they did provide certain meals, a couple of cocktails and a guided bus tour of investment "opportunities", which they applied considerable pressure for offers on, one with a suggested "ARV" that was at least $100k above highly reliable AVM (automated valuation models) I have access to.Overall, I say stay away, unless their Funding Tour comes within driving distance and then only so you can see for yourself. 

Early on, I think people should be more conservative and establish a base (HYSA) and then regular (weekly or monthly) automated investments in low cost index funds. 

The intention of this instrument was to avoid the probate courts and to provide for step-up basis when he passes.  

I am extremely appreciative.You ask me what my goals are in terms of instruments and geography.

We use Autohost to automate this process via an online check-in system: https://www.autohost.ai/You can also use it to gather additional information and place a hold on their credit card, similar to a hotel.The one downside of Autohost, is that it doesn't have an automated way to collect the ID for all the adult guests (although it collects names + email from the guest).Finally, Autohost can also be used to have the guests sign your rental agreement and agree to your house rules.

Question.For a quitcliam deed, does the seasoning start the day the deed is recorded or is it the date of instrument (the day that the deed is signed/notarized/delivered)?

You can also turn on an automated pre-screening questionnaire that is sent to every lead.

Question.For a quitcliam deed, does the seasoning start the day the deed is recorded or is it the date of instrument (the day that the deed is signed/notarized/delivered)? 

If you task a VA with managing Hemlane then you'll have a pretty automated system at a fraction of the cost 

If you want the most automation, find a pm that focuses on that.