Individually is always the best way to go  Subto the portfolio package to an investor?

It should require 10% down payment with roughly Prime + 2% and a 10-year term.When I work with business buyers, I recommend a handful of lenders who are part of the SBA Preferred Lending Program (PLP), as the SBA accepts their underwriting without doing it again when they receive the loan package. 

Accounting packages such as QBO and others specific to property management are good, but they can also be like killing a housefly with a sledgehammer.

We have insurance for our properties held in our LLC through Westfield Insurance Company and it's a commercial package.

Most apartment owners will use a holistic management software package and not one that just does accounting. 

Here's the summary I got from the video - she borrowed from bank for mortgage and rehab:Her first property $55k, fixed up and appraised to $90k ($1300 cash flow)She added 6 more properties to her portfolio in year1 - 2 duplexes ($2k cash flow) + 4-bed house (bought from cash flow and equity from other properties).By year1, she made 6-7k profit / per yearBy year2, she purchased package deals and added more properties with 2-week turnaround on fixing them (with the help of a dedicated contractor(s) who lived in one of the multi unit/room properties)She also did Airbnb and arbitrage.

I would first get a quote from your current home/car insurance and see what they would charge you on a bundle package.

There is a upgraded marketing package that you can pay for $35 (I think).

With all that in mind, I'm assuming that my first step is to create an LLC entity for protection and then have an attorney create a loan package with a note...right? 

In fact many of our properties are done that way - we get a signed contract and then turn the package over to the closing attorney and move on to the next one until closing day.Your local REIG can recommend some good closing attorneys / title companies and they will usually be happy to walk you through the process and even provide you with the forms you need to get the deal locked up and closed.