I run an investment firm that helps investors make money so investors are really my customers.

You find a couple of good cash buyers that become repeat customers that buy multiple delas.There are no secrets, silver bullets or unknown techniques in this business.

Newbie to Landlording.Having read the book by Brandon Turner, I realized that there are few information gathering forms (such as Application, Potential Tenant Questionnaire, Move-out Survey Form, etc) that can possibly be converted to Electronic Survey forms (such as Google Forms, SurveyMonkey, Qualtrics, etc)If anyone is kind enough to share their Electronic Survey forms, I can try figure out how the form can be replicated with another person so that I can customize and reuse. 

Maybe your customer cannot "afford" the house and needs 20% down?  

Question 2) If a broker's license is required for regularly handling scheduling and payment, would the first method be a possible solution that doesn't require a broker's license?

Clearly, like Mike pointed out, your attempted solution of equating your reputational risk with his monetary risk didn't pan out. 

I will look into what a SDIRA (Self-directed IRA) is, I haven't heard of this option.If I don't find a solution to my post at the very least I am  learning a lot  about retirement funds and the rules around them.

These include Owners with Low Financial Stability Scores (FSS) and Seniors with Long-Time Ownership.Both lists can be mixed with Absentee Owners if you don't want to put all your faith in owner occupied - and can be customized with property type and home value along with other limiting factors

Perhaps a fee-only financial planner is the solution to this particular problem?

That seems like a clean cut solution to me. managing it is another thing  you would have to deal with and that also seems like a long shot, especially with the short term rental options.