In reference to the recent bubble burst as an anomaly and not the rule, you can still safely assume that real estate prices will continue to climb over time even though more modestly than in the past.

I'm leaning towards separate bank accounts to be safe.

Every contact I needed for insurance, mortgage and cleaners were done online, mostly through connections from BP. 

Though I appreciate the idea of finding online resources and studying them, I find that a curated, tried and true formula (if it works) is much more worth my time than spending time trying to find which resource works best and then spitballing the ideas until something sticks. 

So here is what I do:1 - Get buyer criteria for what they are looking for (exact criteria)2 - Go source that criteria using data provider3 - Scrub the list and plan a marketing campaign around it (i.e) > Direct Mail > Cold Call > SMS > Online Ads > Social Media, etc4 - Once I get inbound leads coming in.

Jackie has a good point that much of it is free on line.

I do agree with everyone here that their customer service is by far the best I have ever had comparing to any other online investment platform.

I have corporate bookkeeping experience and can see all the money coming in online but there is no one there I can speak with about our account.

Here is a calendy link if you wanted to chat on a zoom or call. https://calendly.com/trepador64/online-meeting

You can also check their reviews online at Google, Facebook, or Yelp.