@Marcus HuntzI am not a Quickbooks expert, but I use QB Online for my rentals.

@Torianne Baley...I'm speaking as an experienced mortgage broker in CA, but what concerns me is it seems per your posting that your running into many private money lenders offering 100% financing. 

I have no debt/mortgage, house was purchased nearly 40 years ago and was long paid off.

That way my current house won't be counted.It seems #3 is the only viable option but I am not sure if the mortgage broker is right or not.

Also, for house hacks generally, you cannot write off any % of your mortgage since it's your primary residence.

My plan is to move, carry both mortgages, put about $10-15K into my current property over the next month or two, and then sell it.

I owner finance 100k of the sale and did a conventional mortgage on the rest of the home.

Other than speaking to locals, I cannot think of stuff that can be done in person and not online (schools, crime rate, employment opportunities, etc.)However, I am still a novice in all of this and was hoping to hear from those who have been there, done that. 

So to clarify, do you use online ads to funnel prospective sellers to your website and then get them under contract? 

This sounds tricky - I recommend talking to a ledner (many are on the forums here, hopefully one will answer).It is vital that you be careful to avoid mortgage fraud.