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. 

During due diligence I asked for the sellers chart of account and the sellers agent stated he doesn't keep track those records. 

Just looking to get some feedback to see if I am on the right track.

I easily track all my rental income and expenses for my properties with Excel.

I don't use any websites to track stats but I like the idea of this!  

I convinced myself that I was doing just as good at tracking my niche on my own, but I wasn't. 

This way there are no complaints and is easy to keep track of.