First, don't use REI Reply, it's just a white-labelled/private-agency version of GoHighLevel (the actual provider of the CRM) that they just mark up and charge you extra for everything you do (every text, email, etc is 2-10x more expensive than just linking twilio/mailgun to your GHL account, etc).With that out of the way, you can get to making workflows.

Quote from @Lorraine Hadden: @Robin Simon, Thank you - I see you are a private lender, I will be reaching out. 

But you’d have to target the <5% that are privately managed by newbies.

We do some private lending and we do not trust the borrower.

Are you sticking to traditional banks, exploring private lenders, partnerships, or maybe something creative like seller financing?

Due Diligence: Investigate the MSO’s financial health and west coast strategy to better understand your risk exposure.For deeper insights into structuring deals and assessing investment risks, I’d like to invite you to our Zero to IPO webinar.

Wholesaling, investing in REITs, private lending, and micro-investing platforms can diversify properties.

Verifying the use of the money and confirming in writing that it’s for a business purpose are integral parts of any private loan.

We, my husband, son and I, signed up for more classes either online, on demand or in person, and a 3 day private in person, on site mentorship.

Here are some common pitfalls I see for new investors from the private lending perspective:• Insufficient Funds: most lenders are going to be able to lend a first-time investor somewhere around 75-80% of the purchase price of an existing property + 100% of your estimated rehab budget (or an 80/100 loan, for short).