The information provided is based on my experience and industry knowledge but should not be considered legal, tax, or financial advice.

There's obviously quite a bit of diligence that comes after such as who the key principles are and their credentials/track record (both balance sheet and experience), the underlying real estate and thesis behind the investment & tax prep and audit procedures but as a general rule of thumb if the investor can't get past the first part which is understanding what they are investing in, passive investing is probably not for that individual. 

.: Hello,I'm new to tax/mortgage surplus funds retrievals, and have been in contact with a homeowner who is willing to work with me.

Personal Financial Statement Borrower’s Schedule of Real Estate – or- Resume illustrating experience2-3yrs Personal & Property Tax Returns – All schedulesPrevious Year and YTD Property Profit & Loss statement w/ detailed expensesRent Roll w/ detailed lease informationCopies of all Leases3mo.

Read this first: https://en.wikipedia.org/wiki/...Willful violation of the TCPA can result in fines of $1,500 PER CALL - and there's a long line of lawyers lined up, waiting to sue you, like:https://www.schmidtandclark.co...https://www.classlawgroup.com/...https://www.classaction.com/tc...And lots more.Maybe re-think the cold calling and SMS approach.

As someone mentioned, the only thing passive about real estate investing is the tax treatment. 

Maintain - includes taxes and insurance?

Someone can be a brilliant tax person but horrible to work with, and also vice versa. 

Most Florida markets will share some dynamics though like taxes and insurance. 

.: What is the average conversion rate for cold calling using software like PropStream, specifically targeting probate, foreclosure, or tax delinquency leads?