I would recommend choosing someone with the most forum posts and/or reviews that way you know that person is active 

I have made some real estate investments personally, small.

You cannot commingle funds is one major way people lose all protection and there are others.

Since, you will have to do business with them on your properties on a personal level.

If you're comfortable meeting in person, I would follow up with an email outlining what was said in person to the tenant with the resolution of the conversation also in the email.

A great way to network and meet people in your local community is to attend in person meet ups.

However the lenders will want to see the permitting completed before they fund their loan.

I personally use this for my biz and know of many folks who have cold calling service using this.

Buildium has this statement, hopefully your PMC knows how to generate it.You should be able to give your tax professional the 1099 and annual statement, along with property tax, insurance, etc. bills you personally paid and that's it.I think Buildium even allows the annual statement to be sent in CSV format, so you could just add the expenses you paid to that.

Credit history and sourcing funds for down payment / closing will be a factor in the pricing of the loan.