I am neither.About 10 years ago I was offered a sales position for a company and excelled at it and enjoyed it.

I used to digitize it and throw away the paperwork, but have started storing the actual papers.

@Aaron Desimone, Start from the pipe exiting the house and dig it back to find the septic.

I use excel and consolidate all income and expenses for each property (I add my mortgage payments and other landlord expenses) and make sure that my cash accounts reconcile for all my holdings (if there is a problem I call the manager and we try and figure things out).I use this excel for two things:Tracking my properties performance - mainly cash flow, cash balance, NOI and just to make sure the PM is on top of everything.I use this to input the data into QuickBooks (I do this manually).My CPA is very expensive for Bookkeeping purposes.

My credit is excellent, I have very little debt, so I should be good on the refi.

Others have excellent deals.  

It’s an excellent place to start, and can answer many of your questions.

Celebrate your excellent deal.

I was wondering if someone has some kind of step by step guide or like a excel template for steps to follow...I have a general idea of steps but honestly I can use all the help i can get.  

They don't pull the trigger even if the property meets the investor's criteriaObviously the agent, you plan to hire, uses digital documents and signatures to save everyone time.