In this case, you could look into lead gen companies (be careful as this is fairly saturated space).As for CRMs: Podio, Airtable, etc.

I am looking for home insurance companies the provide insurance for multi-family investments within state of Texas.

Assuming you are one… The Founder of my company wrote a book on transitioning from active management to passive.

I thought with DSCR loans it made a big impact, regardless of the property type.

do you have a title company or are you dealing directly with an attorney? 

Mortgage Buyer: It's true that some buyers who need mortgage financing may prefer properties with ALTA policies, which provide more comprehensive coverage.Potential Buyer Pool: While a CLTA policy might not deter all mortgage lenders, it could potentially limit the pool of buyers who are eligible for certain types of loans or who may prefer the broader protection of an ALTA policy.Recommendations:Discuss with Title Company: Engage further with Chicago Title or another title company to understand the specific reasons why they are offering a CLTA policy instead of an ALTA policy.

We no longer have "ambulance-chasing" lawyers who can sue insurance companies for anything. 21 years monitoring it! 

I think you may want to start of the arrangement in a more simple fashion.Ask for a loan in which he will get a stated return 6% to 12%.If you are both successful happy with this arrangement, upgrade to a partnership.I think a partnership off the bat makes things complicated.You will also likely make more money in a loan agreement if the project does well.

This would be set by you, you could go the Padsplit route which is company that rents by the week and helps secure tenants, or you can find them yourself through FB marketplace or Zillow and get a lease made and take a deposit.

@Agustin Conti In the case of these repairs to the driveway and patio/deck I would think they are solely cosmetic and at your discretion as to if you will pay for them unless your insurance company has flagged it and told you to repaint it or repair it which you did not mention so I will assume is a no.