The 'front burner' with this is to match 'everything' like emails/phone #'s to the sales that might use a different entity name for the transactions, or even as simple as the same 'owner' address with different name/email/phone.

Podio is great, but the answer is pretty simple.

When we are underwriting deals we can plan for a downturn in our assumptions e.g. increase expected vacancy and decrease rents to avoid overpaying Dispose of weakest assets– this is simple portfolio management, it's key to let go of underperforming assets to free up cash and credit required to buy better performing assets.

In very simple terms it's like dating.

This may be a really simple question but I'm a newbie and I'm don't understand how some people make a couple offers a week/month. 

Having skin in the game is vital to your success.

However, don't let your lack of familiarity with the commercial loan process hold you back IF THE DEAL MAKES SENSE.1) I agree with @Erik Whiting in regards to a few simple ideas.

Should I overwhelm them with details or keep it simple?

Here is a list of what I would consider starting out with this cash access:- House Hack -- you'll have the money for the down payment pretty quickly and this is a brilliant strategy- Save for 8-12 months and buy a rent house (this will be around a $66k house if you can work the numbers on it)  -- either hold and operate it as a rental, or BRRRRR it - Save for 8-12 months and partner with someone on a flip, where you bring the down payment, the bank brings the 85% LTV loan, and you get a share of the proceeds OR a simple interest rate.

Here are a few simple steps you can employ to stay compliant & get ahead of the game:#1 Open an LLC brokerage & get an 'LLC Sponsored' brokerage license.Most states allow you to hire a ‘sponsoring’ broker as an LLC/Corporation.