Already have a mentor of sorts.

I realize there are all sorts of investment types and goals out there, but the beauty of multi-family investments is in the economies of scale.  

I know he carries insurance of some sort...I have seen the certificate but I didnt look closely.  

Do I need a broker of any sort?

Of course, you'll find all sorts of folks in both areas.

Looking for general discussion, not necessarily specific feedback.How does everyone typically handle this sort of situation?

I manage my lists on excel and combined them on 1 sheet with a column for the campaign to sort out for mailings.

An escrow account would be a good solution if he's unwilling to just offer some sort of concession. 

To walk with proceeds would he not first have to have some sort of ownership interest?  

If she is right and I shouldn't host my own rental application forms, does anyone recommend a company that provides these forms and hosts the stored information themselves and has some sort of wiget that I can embed in my website?