I wanted to provide some feedback to the developersRequested features:- Save basic values from last calculation or default presents: interest rates, loan term, variable expenses, etc.- Small notes section to elaborate on property calculations, such as noting the calculation was based on a loan assumption or short term real estate strategy - Ability to edit name of calculation to something other than the address.

This is correct but what do you all recommend for protection as far as this goes? 

Additionally, research the local market dynamics, economic indicators, and property management options to ensure you're making an informed decision.It's also a good idea to consult with local real estate professionals, property managers, and investors who have firsthand knowledge of the market and can provide valuable insights and guidance.

I want to protect myself and my family from an increased mortgage through refinancing later.

Resources such as books, online courses, and real estate seminars can provide valuable insights.Step 2: Define Your Investment GoalsIdentify what you hope to achieve through real estate investing.

They do a pretty good job of providing information on regulations above and beyond the state requirements. 

Need to provide esq. with list of items we want included in a shared maintenance agreement.

Generally though, I break it down into the "five pillars" of protecting your assets.

This is not stated anywhere in the subscription verbiage and when I asked the agent, then asked his supervisor, they couldn't provide a reference. 

The reality is the opposite - if it's not in writing then the PMC doesn't have to provide the service or can charge extra for it!