They mostly represent small individual owners so their services and focus are well tuned to that segment.   

Then they want to see individual performance (each property or whatever you are doing broken down in details). 

Unfortunately there is no individual or specific governing body in regards to property management in NY State so there are a lot of illegal companies pretending to be property managers and there are serious consequences for operating as a property manager without being properly licensed in NY.

I am still trying to get to know the basics and I would love to learn more about the individual steps of building your RE portfolio from the ground up.

You'll need to get info specific to the taxing authority where you're looking to purchase.

The first Lien told me they would not tell me anything within an authorization to release from the borrower, which the borrower didn’t provide.

Most HML want to loan to LLC rather than individuals so you would need to set one up.

Collect and track information on leads obtained from drip campaigns and conversations in individual lead file.Route inbound calls and record calls in the lead’s file.Automatically populate lead database with information from website contact form / squeeze page and initiate drip campaign.

Join local apartment owners associationNetworking through all Meetups and Reia's in Peoria area in order to find other PM and small apartment ownersConsider starting your own PM, Association and meetup to become local authority.

Is this a individual who lends money or representative of a company?