You'll want to put together a personal financial statement (basically lists of all your assets and liabilities) and have your tax returns ready.

Just be mindful that you can't 1031 a personal residence but it might be eligible for capital gain exclusion from section 121.

Personally, I self manage but have built systems to allow it to be fully remote and very passive.

People want reliability, honesty, being on time, and having a good personality more than just a few $$.

This is dependent on your personal situation and strategy.

And always check social media for red flags and I agree with Vince, always meet a person.  

What RichDad does not tell you is that it takes a driven personality to build a portfolio and if you have that type of personality you will not enjoy a retired state.

This will allow you to remove the person and do the financing on your own.Home Equity Loan/Line of Credit: Since you're looking to access equity, a home equity loan or line of credit (HELOC) can be a good option.

It does have Power dialer and when leads come in, I know it's from that person that integrates with my CRM.

Pre-foreclosure - homeowners are desperate to avoid foreclosure and they quitclaim deed the title to some XYZ organization , person, or to a lawyer that specializes in foreclosure defense.