Two things, the first is a protect you down the line from them saying the home was not habitable and secondly, every time they ask, I would just keep referring back to my prior email and use that as a response

It is well worth it to get an agreement and market on Zillow and all of their downstream websites to advertise your home. 

I am looking for the shell to allow website access for owners, documents, scheduling etc.

Here are the top ones: Airbnb, VBRO, Booking.com, and Direct Booking on a property website. 

Ive been in contact with a real estate investor friendly realtor I was matched up with through the bigger pockets website.

(especially for those involved on this website)The reason I mention if it matters on this website is because most are real estate investors(long term buy and hold) and will most likely operate at a tax loss which doesn't have an impact on taxes.The second point is, will you invest or not invest in a good investment because of what your tax rate is?

Do you rely on references from previous lenders, or do you request more detailed project reports?

@Michael CliffordRecommend exploring as many sources as possible to get referrals AND cross-reference them to get as much accurate information as possible.Check out NARPM.com, BP’s Property Manager Finder (BiggerPockets: The Real Estate Investing Social Network), etc.Also, encourage you to learn from the mistakes of others - by reading posts here on BiggerPockets about owners not having their expectations met by their current Property Management Company.

Some websites specialize in off-market real estate sales, whereas others, like Zillow, have listings for “for sale by owner” (FSBO) sales.

I like the Bakerson website.