What do you think of my essentially 7-word answer? "It's like selling pizza by the slice".  Too simple? Just right? How would have you answered? 

Based on how I am reading your summary it sounds like there is solid equity in the 2-family in order for a bank to cross-collaterize assets. 

Only enroll in coaching if you've read a handful of multifamily investing books that has given you a baseline.

Last year I re-read Rich Dad Poor Dad, and I've immersed myself in learning more about real estate investing ever since. 

Realistically at this price point, its hard to find a good agent.

I would suggest getting Dave Ramsey's book called The Total Money Makeover and read that.

Looking for help and suggestions- I want to say I have learned my lesson and now know to use a third party to hold funds.This is my first time working with a private lender/family member.

I've sold several homes in this area for my real estate clients too, and they've all been happy up here. 

This is really helpful.

Plus the hours of material participation.