Or is a separate CRM/excel document what the cool kids are doing?

The loan was secured by 2 properties in Chicago.In the closing documents, there's an Escrow Agreement which says the private lending mortgage broker acts as escrow agent for borrower and lender to hold said Quit Claim Deed: (Escrow agent = private lending mortgage broker) with the following terms1.Borrower agrees to deliver to Escrow Agent an executed and notarized Quit Claim Deed running to Lenders for the properties2.

Bad news.

You can check the rental history by asking the seller to show you their tax documents from the previous year.  

As such, it is good to ascertain tangible goals and time frames, investment objectives, and so on for the partnership BEFORE it's formation and incorporation.3) If you form a partnership - CRITICAL - insure that you have a dissolution agreement in place BEFORE you incorporate, as part of the incorporation documents. 

I used this for when I looked here in Chicago and Found an attorney that makes my life 10x easier with communication with the title company, receiving documents and forwarding documents plus all the emails they handle.

That’s great news, because as an investor yourself, you benefits from having a diverse selection of deals from which to choose.

I'm a bit confused about which documents to use for the actual offer.

There are also a lot of small things here and there.The seller has agreed to fix a lot of things, but is doing himself so there will be no proper or licensed documentation which makes me nervous.

Quitclaim deeds are a very common type of legal document that deals with the rights associated with a property.