Hi Tomoko,As long as they are an EA, CPA, or attorney that works in the tax field and they have good real estate knowledge I would feel comfortable interviewing them to see if it would be a good fit.

I would read into BRRRR strategy and see if that fits your goals.

This is the best resource to start looking for an agent and your questions here would be great interview questions to determine who might be the best fit for you! 

And are these criteria lists for me to create as I feel fit?

@Nathaniel Dean Morrisoni'm still not sure I'm following you, but if you're asking - should you use extra cash to put more money down on a house, and/or use extra cash to lower the rate - those are pretty personal choices so you have to decide what's right for you and what fits your budget. 

The free moving van is genius and fits perfectly the "helpful realtor" motto. 

It shows that you have done your homework, even if it doesn't fit their needs.If you get something on paper and want feedback, please share it here.

It might be a good idea to test it out while it's free to see if it's a good fit for you.It is clear to me that JP Morgan is very focused on developing a strong product to compete with other property management systems because they have taken all of my feedback seriously, and implemented many of my suggested revisions.

Its purpose is to determine whether there's a good fit between what you need and what they offer.

@Christian Bors  One size does not fit all  that's for sure.... this is one of the few industries were I can see someone with no real capital ... but will work their tail off can realistically  make 100 to 200k a year in the right situation...