Usually at least some kind of customer service experience is necessary. 

I saw one post where someone mentioned using AppFolio’s bulk upload with a custom spreadsheet, but I imagine there are a lot of different ways people do this.I feel like I might be overcomplicating things, so I’d love to hear how others handle it.

Hello, the State to incorporate is usually the same where the property is located.

I don't know about your state but mine (TN) has a lookup tool that will show you the agent's original license date, the brokerage incorporation date, etc. 

I would never advise my customer to take a 5 YPPP considering we are have been moving into a downward trending rate market since 2024. 3 Year Prepay Max but if you plan on doing renovations or taking cash out on the ARV then a 1-2 YPPP would be Max.I would also advise buying the rate down before you decide to take a 5 YPPP using seller credit, equity or closing funds.

I have a customized automated Podio CRM.

The fact that you have built custom homes together with your general construction experience should be enough.

We know that investing in real estate means building a business that incorporates the right investment strategy, tax & legal plan, financing, retirement planning, insurance & estate planning. 

We are a customer service company that happens to work in the real estate industry.  

Custom vanities, large format tile showers. 24x48 marble look ceramic seems to be affordable and look incredible.