We didn't want to make a big deal and serve him Notice to Cease since he said he wanted to move.

Practice these answers until they roll off the tongue.

Rent Roll13. property survey14. prelim title report (your broker can help with that)I DO NOT Ask or recommend my clients ask for tax returns, credit reports, bank statements - These fall into financial privacy protections and if my buyer walks from the deal, there is too much liability & risk with having that information if were to be leaked.If a third party management company has been managing it, you'll get basic information (income/expense, rent roll & leases, maintenance records, capex (maybe if they oversaw)).Owner operated properties will have less of this information as most mom/pop operators don't keep good records, in my experience.Don't worry about all this BEFORE the offer. 

If the beneficiary is changed, the prohibition against enforcement of due on sale ceases.  

@Douglas Skipworth,Like Jay, I am required by lenders to update annually with a rent roll and PFS. 

But I believe that, on paper, this app does actually do most of the stuff I said I wanted in a property management product.All that said, if you are comfortable using an app for everything, and/or if you have a pot of money you wouldn't mind rolling the dice on to earn 6-8% interest, by all means give it a shot.

have you seen rent rolls and leases to verify the rent?

Keep the ball rolling and use the cash/equity to focus on more REI to build your portfolio.

It depends on the agent's capacity.I usually connect my investors with my contractor or inspector to walk through the property so that everything can be sorted out in one go, or I have my clients make an offer subject to a walkthrough, allowing us to get the ball rolling.

You'll be glad you did later when that wealth snowball is rolling and getting bigger.