You can use a free CRM (or low cost) for investing like HubSpot and not make a dent.

If anyone has any advice or can point me in the direction to get started of what is my best best to figure this out please feel free to comment!

You can do a seller credit and ask the buyer to execute a new contract with the window guy.

Perhaps this agent and vendor are ready to be creative, as 3 years is a long time to carry property with no income.If you have any specific questions about owner financing, feel free to contact me, I've done a number of deals like this on the private market. 

If you ever need help managing these processes or have any further questions, feel free to reach out.

Go to "flip with rick" on youtube to get started. you don't have to pay for anything upfront since they have a ton (and i mean a ton) of material for free and they are being fully honest and upfront with the amount of work it is going to take.

All said and done it cost me an additional $2300 in fees for the HML that went past its maturity date plus the appraisal, all this could have been avoided if they told me they had an issue with my credit score from the beginning. 

Start with BiggerPockets Ultimate Beginners Guide (free).

I have been digging into to podcasts as well as looking to sign up for a webinar here soon outside of the free ones offered all the time.

If you think rates will be consistent for the next couple of years and you'll have consistent deal flow to use the funds I would tend towards doing a cash-out refi on the existing property that you own free and clear.