There are templates online, but I am wary of them for many reasons. 

Should I try local CU or any of the larger banks such as BoA that are offering no-fee helocs online?

I just turned 58 and when I was 55, I got my bachelor's degree in IT/Software Development from WGU, which is an online, self-paced university. 

But I would check the SEC fillings online.

I wasn’t sure if I could find an iron clad lease agreement online or customize it, but sounds like I may need to speak to an attorney.

Using this example, the legal name on the online EIN application would look like this: 123 MAIN ST LLC a series of MY CRE HOLDINGS CO a Texas series LLCNotice that, like before, I’ve omitted the commas and periods (what the IRS calls “special characters” and prohibits in the online application).

State Farm seemed to have the best rates for a company I was familiar with, there was some new online one that was lower, forget the name, but I was a bit unsure about using them.

Working with a knowledgeable real estate agent and keeping an eye on online listings can also help.

In other words, if the person has an online presence, you can find out many things about them and then add them to your contact list.5) There is a nice follow-up feature that you can setup.6) Integrates with alot of the other different services that will allow you to "do business within your business".7) Can be used from within any browser and also has an IOS app for both my iPhone & Ipad.There is more that I can say about the service, but, I'll stop here. 

Check out other online guides available here: https://www.biggerpockets.com/guides3.