Both companies provide a Customer help screen that could answer your questions pretty much immediately.

In this manual (which I assume could be modified to provide to tenants) I include all the financing information (which you would not include for tenants) bank accounts, mortgage accounts, payment information, and mortgage payoff), a list of the contractors, what each contractor does, a list of upcoming planned or necessary repairs, and a copy of all leases associated with the property.

These are brokers that provide professional T12. 

For legal, we can provide you a list of attorneys out there who do this and my recommendation is to interview them to see which one you feel works best for you.

I feel this gives me the flexibility to find the right solution for my client and not just sell what my bank offers.I'll also throw in my 2 cents on common differences I've seen in my career:CDFIs - Because of their subsidized financing structure, they have the ability to be a low cost lender (and sometimes provide grants).

When your a housing provider where good decent people want to live, well the rest just has a way of taking care of itself, it really does. 

Most property management companies are licensed realtors with extensive experience working with investors and providing valuable insights into their local market.

Any recommendations for Umbrella insurance providers for each partner to cover any liability?

Doesn't sound like any of this has been provided. 

I am not acting in an agents role as I am providing the service to help the owners sell their assets, while enabling the buyer to acquire cashflow positive deals that banks are not providing with current rates.