To answer your question:Don't reinvent the wheel, Go to local REIA meetings and ask investors there who they use.

My suggesting is go wide, before you go deep.I was not a fan when I had to move to Milwaukee 15 years ago, but I am now: the city has been re-inventing itself over the last decade and is not anymore the slow rust belt city it has been in the 80s, however that is still the countries perception and will take a while - I talk about this on my YouTube channel a lot.

to further these objectives I am planning to start the acquisition process as “cash only” plus some forced appreciation, put into LTR or managed MTR, establish records and build a very healthy reserve account attached to the property, refinance with low DTI to pull some equity for next acquisition. i started building a spreadsheet but thought “I know I am not the only one, why reinvent the wheel without reason?”

Vs, owning, Wholesaling is a JOB...you have to re-invent the wheel every time for you money and no equity buildup or income sheltering.Then there are always more unique ways to make money, Donald Trump for instance leased an old post office in DC in 2013, did a fix-up and turned it into a beautiful Hotel and is now selling the lease rights--some are estimating he will double his investment upon sale (to the tune of a few hundred million in profits).Not quite wholesaling, but more a like a Big Flip... 

In the interest of not "reinventing the wheel" I wondered if anyone had a proposal template you may use with Banks, or when you ask for private money.

Don't reinvent the wheel or ask on a national forum.  

Sounds like I shouldn't reinvent the wheel here!

I have a pretty extensive entrepreneur background but don't want to reinvent the wheel.

I know I can probably find some local financial advisors and real estate guys but I would rather discuss practical processes that already work in existing companies than pretend I'm going to reinvent the wheel with a version I build from scratch...here's to hoping!

It sounds like you are trying to re-invent the wheel.