From there, it requires the ability to conduct underwriting the highest and best use of a planned project, which requires a pro forma built by the user or acquired from a competent 3rd party. 

Did you all ever connect via conference call to discuss? 

Windows would be my next check-point (less than R1) and then wall insulation: I would not be surprised if they have no insulation inside, but you can do blow-in, which only requires a small hole.A home looses heat in two ways: heat conduction (which you can slow down with insulation) and drafts, which in old houses is usually the biggest culprit.

Randy I am afraid rates will go up a bit after Powell's press conference as he may indicate that they are likely going to pause on fed funds rate cuts. 

Its also a good idea to build relationships with realtors, contractors, insurance agents, real estate attorneys, and property managers in your area so take advantage of events, conferences, and meetups.

In additional to conducting educational workshops, I also write blogposts for their websites.

Get familiar with the laws in the state you will conduct business in.

Dominic, I've found that participating on BiggerPockets forums, appearing on podcasts, and speaking at conferences have built trust with first-time passive investors when those forum posts, podcast discussions, and conference presentations show my experience, track record, and market knowledge to those reading, listening, or attending.This doesn't mean "selling from the stage", but instead, sharing actionable, useful information that I've gleaned from my many years of experience and from my own research. 

If you are using a third-party site to conduct the background checks, sometimes they have the option to send a person, a denial letter, and due to the fair credit act it may be required to send them a notice, informing them that you checked their credit and background so that they have a receipt that it was completed.

Our team has been pounding the pulpit for five years about how favorable our tax brackets are and helping clients conduct moves such as IRA to ROTH IRA conversions in order to take advantage of the current tax deal of our lifetime.