For a new tenant you want to rent to, it requires you to complete paperwork and have tenant sign it and then submit to housing office.

You can buy Quit Claim paperwork from an office store and fill it out yourself if you feel comfortable getting all the information correct like lot identifiers and such.

If you have a long track record with the banks as an investor, that would also help.

But what about a loan officer?

My question is, what would you recommend for expense tracking for our new business?

And despite what some brokers will allow in their specific office, in Kansas and Missouri real estate agents and brokers can wholesale if they want to as long as they follow the law and their broker will allow it.

Guess I am on the right track: reading and looking for meetings.

The big problem with online services is they just dont have a long term track record of multiple decades so you are taking a higher risk than owning property directly.

Rents don't move in a linear fashion with values but they will track direction-ally together; so, cash flow increases over time with an appreciation strategy.You can extract value/equity out of a property with a refinance...a sale or exchange is not required.The appreciation strategy is either long-term and you ride the cycles or you have to pivot at your planned exit value. 

I wanted to use this forum to take the opportunity to find out from professionals how they keep track of Budgeting their money.