You will want to identify a few quality companies by researching here on BP and then chat with 2-3 at least.For static investments such as a single note or private stock, a custodian held account can be cost effective (Trust companies).If you will have a more interactive and time sensitive set of assets in your plan, a plan that offers checkbook control like the IRA LLC or Solo 401k will provide a more responsive platform.

I too was in this position last year, and have dedicated a good chunk of the last year to studying this and analyzing my decisions with my first purchase.

How was the application process as compared to a true hard money crowd funding platform?

Hi, I'm a new member and wanted to introduce myselfMy name is Eyal, and I'm a proactive commercial realtor here in Palos Verdes, CA.I dedicate a lot of my time to this, and get lots of fresh, Off-market, income property leads.I'm big on taking the time to help, and build long time relationships. feel free to contact me if you have any questions, or just to say hi ;)

Our real estate brokerage is planning to switch our transaction management system to the dotloop platform.  

But, I literally I have zero experience with the platform so I'm more hoping than advising.  

This is a great platform for networking!  

@Jake ThomasIf both merge okay with your contract writing platform (we use Zipforms), then I would chose dotloop over docusign.  

Its not free, it takes time, work and dedication.  

Platforms/systems you like, dislike, etc?