I am absolutely not attempting to commit mortgage fraud or anything of the like - I am just looking to ensure that I make each move strategically so as to maximize my available credit while still staying honest.

All landlords need to quickly develop a robust Cash-for-Keys process!

Congratulations.I think the hole your sensing is the strategic ancilary parts to real estate that really aren't real estate - Tax strategy implications, Accounting practices and positioning, Finance models, and overall coaching on direction.  

@Lex NunezJust a thought but you might consider picking the CRM you want to use long term even though it sounds like you really don't need a robust solution at this time.The reason I say that is b/c if you are planning to scale up you are going to have to learn the new software anyway.  

@Brent Coombs I disagree - strategic purchases of primary residences can absolutely lead to "bigger pockets." 

I am convinced you wont find anything as robust yet as intuitive to use.

How do I strategically find good properties to small and medium sized houses to help my uncle with his business and myself as well?

They can provide strategic planning so that you minimize your taxes each year.I like to make sure to have a strategy at the beginning of the year (usually just after tax season) to go over my projected income, projects, new acquisition expectations, etc.

The Sage program is definitely robust but I would think overkill for most investors.

For me that’s a huge long term strategic advantage.