Glad to have you as a part of this awesome community, Simon! 

Be super careful.An administrator will pass your funds to a custodian in the background, provide statements, and hopefully help you stay within the law when you invest your IRA funds.

Keep this in mind before you jump into a real estate transaction prematurely.

The information contained in this post is not to be relied upon.

I don't know if credit unions can ever do this stuff?

Lots of truth to this statement.

Hey Paul,This is a great question, and it’s smart of you to dig deeper before trying something like this.

Working with @Benjamin Carver or another good agent to help find and close on a deal will be the key. 

I use this and share with my team (i.e) drone photographers, VAs, reatlors, partners, etc.Zoho Forms, I use this to collect info from leads, buyers, etc.Zoho Desk, this is a ticketing where all inquires go to and since it integrates with Zoho Forms, it creates a ticket within Zoho Desk + New Lead within Zoho.Zoho Cliq, similar to slack, I communicate with my team with this software.

I hope this helps.