Im just ready to move past being the contractor and not dealing with customers as much.

One reason is that it is the most popular configuration and will be the easiest to sell or rent. 

For anything nicer, custom built or Lowe's are good choices.

I've also heard from other people that Umpqua has excellent customer service. 

Offer value to the customer to get the sale, then up sell. 

Very impressive customer service and their processing fees are low (for example $0.17 for eChecks).

@Roger Oiyemhonlan this is a popular strategy everywhere nowadays and even more so in your market!

We're going to start qualifying you as a customer within like 2 minutes of the conversation starting, on auto-pilot without even thinking about it.Every MLO has some time threshold, after which we will not spend additional time with a homebuyer without them submitting a credit package and providing authorization to run their credit.

But as investors start to get up there, they might look to commercial/blanket financing as the portfolio is large enough to grab the attention and warrants a more customized solution...

I'm trying to set up podio right now even though i have no customers yet , but i want to have the base ready, and learn how to work properly from the beginning., I'm doing DM right now, driving for dollars , have a website , and building a buyers list so i want to see how podio can help me have everything in one place.i am thinking to get someone from upwork to set it up for me cause it seems complicated?