Working with investors is a bit different, and yes, you'll need to collect all the necessary information upfront to avoid endless back-and-forth. I recommend developing your intake form based on the type of investor you're working with. Are they doing subject-to, buy-and-hold, short-term rentals, or wholesaling? There are many different options to consider.
Hello! I appreciate your feedback. Open to Close is a task management system that allows you to create an intake form. I will create a more in depth tutorial on Open to Close in the near future. Thanks again!
