This way I can work towards making the most out of what I have.Are there any particular guidelines worth considering when it comes to selling leads/referral fees?

Basically he has an automated system that does all the legwork and you get paid a fee for being the middleman between a note holder and note buyer.

9/12 was the official COE used in all paperwork so all fees/interest/taxes started on this day.  

They usually require that you pay for all plans and permit fees and have foundation in before you receive your first draw so the fact that these items seem to be in place already might make it easier for you. 

*Sellers will pay any fees associated with extending the closing date.

And what kind of points/fees are typical.

We agree to my assignment fee and close the deal.

Do they typically do this for a fee?  

I just had a property turn over and followed this procedure for the showings:I advertise the property and handle all calls, emails, texts on it and set up viewing appointments (I group them all within 30-45 minutes on one day)The current tenants show the property to prospective rentersWhen someone applies, they email or fax in the application and pay the application fee via PayPal (although I am now trying out Cozy for applications) and I process the applicationIf the application passes, I prepare and email over the lease for signatureWhen the lease is signed and sent back to me, I send over a payment request for the first month's rent (via Dwolla or Cozy)At the check-in, I drive to the property to check them in myself and collect the security deposit in secured funds (or use Cozy to collect it beforehand)I have been doing the above for a long time and it has worked pretty well.

If he is legit, then he shouldnt need anything from you up front (maybe a small $100 application fee at most)Use an escrow service.