The cool thing about it is that the site will send automatic reminders about upcoming due dates, and will track late payments and fees, etc.

So far, I have included questions about whether they have worked with investors previously, will be able to help me make connections with other potential team members, and more specific questions about their success/track record in general. 

This way it tracks everything.

Yeah I’m on the same track.

@Andrew Scherz I think you're on the right track?

Sounds like I was on the right track because that was my though for next course of action.

No 401k and IRA funds are just way easier to keep track of when invested in stocks, not to mention if you are doing RE properly you should have a minimal tax burden, so why would you use tax advantaged money to invest in it, assuming you want a diversified portfolio.

I would focus on establishing a track record of success.

Lenders may ask for entity dos, credit report (a lender will want to do that themselves), your insurance agent and a little about your real estate track record.

Other than that, you're already on the right track: Have a civil discussion and try to reach some kind of compromise.