As far as automating this, I’d like to hear if others do this.  

Wish there was a better way than all of these add on automations but this is definitely nicer than the old fashioned hard copy book that gets gross after a couple of guests touch it.

However, we have seen many people leaving this and other companies and signing up with us throughout the years.

Ideally completing light renovations like this shouldn't take long and you should  have a low holding cost on the hard money loan (if you used debt) and make a higher profit on the sale or have more flexibility on the payoff when you refinance  Plan on long-term and hold.

My question is since a lender is involved and I will be drafting up a contract how do I protect myself as to once I hand off the home he doesn't end up pushing me out (there is no sign of such and there is trust but this business)?

I don't agree with this exact order but to be honest and fair, there is more than one way to do it right.

I'm reading up on books and articles on how to do this but sometimes it's easier to join social groups or talk to people close to me that have done it before.Right now my goal is to get pre-approved for a loan and to learn from others.

How should the security deposit be managed in this transition?

Your drive to learn and network will be invaluable as you explore creative strategies that maximize returns and minimize upfront costs.Feel free to reach out, ask questions, and share experiences this community is a great resource for learning and connecting with like-minded investors.

Most lenders do not offer HELOCs on investment properties, so it may be difficult to find this product.