We have been building a professional relationship and the short time that we have known each other he has taught me a lot and I have taught him some things about the market he is searching in right now.

I have also just recently begun searching for my first multi-family. 

I like the people I work with, and the office is a hub of long time experienced real estate owners, property managers, tax consultants and investors- great wealth of information.Recently licensed, and am now on the search to hang my RE license with a brokerage (no brokers in my current office to serve this need).

Do they want bio info or do I just stick to search criteria?

Without a compelling reason to buy, I would be concerned that rising interest rates would curb any anticipated appreciation.https://www.google.com/search?

In search of my first flipping project, I have been beaten to the punch on 3 occasions now mainly because I believe other investors are finding out about these 'deals' prior to it getting to me or my agent through local wholesalers.

A few Google searches of "mortgage basics" or "mortgage 101" or something along those lines will point you in the right direction. 

They have been featured on BP so you could search for the episodes.

I've searched but did not locate any spreadsheets that you all may have shared for revenue and expenses. 

Bank policy.Same with HUD and Fannie Mae and Freddie Mac.You can also search for HUD and Fannie Mae and Freddie Mac on their websites.https://www.hudhomestore.com/Home/Index.aspxhttps://www.homepath.com/https://www.homesteps.com/