Either product should be able to fill your needs listed.If anyone has experience with Zoho, I'd love to hear it. 

Nowadays, you can do most of this online but sometimes you have to do it in person.

In addition with myself and selling my personal product I get into the home buyers lender info.. there are certain lenders I simply will not allow my properties to be tied up with ....

Just throwing this out there...Another way to go is with a revolving credit type product.

I might be able to help out if you'd like to connect.I have one myself and am looking into getting the next one so I see quite a few nowadays!

I am excited to now bring my expertise in real estate and property management to Houston.Although I have a true passion for real estate my career started in video production.

As long as you are purchasing property that you intend to hold for productive use in business, trade or investment as replacement for other investment property the type of property and the seller do not  matter.  

Spend most of your time on income productive things.  

You can drastically increase your margin by selling a finished product.  

Try to stay out of property management out of your duties after the first couple units and focus on things that are income productive if you end up with rentals.Good luck to you!