Thanks @Mike B.  and

This means I am moving from primary residence home-A to primary residence home-B and my old primary residence home-A will then be an investment property. 

As you learn more you’ll easily be able to narrow your focus.

So I’m trying to find a way to narrow it down some more. 

Start with what you want to accomplish with the product, then narrow your search down to what you need: iPads will do 90% of what the average person needs, with a form factor that's flexible enough to change from a laptop style with keyboard to a tablet form with digital writing/signatures. 

Ask for references for anyone you consider partnering with - they should have plenty and be willing to put you in touch.Once you've narrowed down your markets/teams to your top one or two choices, bite the bullet and fly out to see the area, shake hands, look people in the eye, see some of their work with your own eyes.

PGW (Gas) Liens - courts.phila.govWhile i understand the importance of running a title search, that could be a very expensive process for 30+ properties and i am trying to complete as much basic due diligence as possible before narrowing down on those properties that absolutely require a title search. 

Great advice Andrew B and Andrew F. 

Thanks for helping narrow down my next step beyond just "Core 4".

We have few products so this will help narrow down the product and find the best fit for you.