@Philip FeinsteinMost CPAs charge separately for tax prep and advisory services.

They are wanting all my financials, SSN etc for the application.

Mods, if this is in the wrong area please move or delete.I pay for a monthly service that gives daily updates to the mortgage market, specifically how MBS are trading and market influences that sway pricing.

. ;-)True story, I was dealing with Quality Loan Service as Trustee and negotiated a postponement and they wanted hard copy paperwork, wet ink, delivered to them. 

Ask your HR department if your company supports an in-service rollover of your 401K to an IRA (which can be a self-directed plan if that's what you want).https://www.401krollover.com/what-is-in-service-401k-rollover-plan/Once I reached a certain age (late 50s), my 401K plan allowed for an in-service rollover.

I personally don't like pay too much attention to ProForma as I can't predict the future so I usually just like to know if cash flow is good AND more importantly if I'm financing, if the DSCR (debt service coverage ratio) is high enough to safely qualify for financing (usually above 1.2). 

Should probably look into hiring some property management too - if you have cash flow but unbearable headaches of managing - might be better to break even and hire full-service management and then re-evaluate down the line

Complete an application with a few lenders in a short period of time to get some concrete numbers going.

It's free to create an accountAttom Property Data is something my old office used and paid for and was pretty great resource for foreclosures and lispendences.Usually county courthouses will display property data on their websites or you can see it posted there in person ( Free)Property Shark is paid but pretty useful up here in NYC as well.Free is always nice and as someone who's been privileged enough to used the paid services I would add that if you can afford it, pay for a service for a month or so.

Guess it does not make sense to have a prospective tenant run their credit/background when it’s included in their Zillow application?