You can get a report of any income or expense by type/category/property or date in less than 5 seconds. 

Conversationally ask what their process is for finding deals that could potentially yield a good cash flow and cash on cash return.There are varying degrees of what I would call "investor-ready" agents, from like a level 0 agent who can't even spell investment; to level 1 where they know the terminology but can't really do investment math and don't understand the approach for evaluating a deal; level 2 where they do know how to evaluate a deal but can only do that on a hunt-and-peck basis with random single listings on the MLS; level 3 is like level 2 but they have an ability to correlate the single listing with a single set of rental info such as through rentometer; level 4 when they know how to take a CSV dump out of the MLS and plug in rental information to develop cash on cash scenarios in Excel; level 5 when they can load a CSV dumped out of the MLS, and another CSV of the MLS rental info, into a database like SQL Server, and run a query that correlates the for sale listings with the rental listings by either geocode or subdivision, and then sort the result by the calculated estimates of cash on cash ROI.

All you need is to track money in, money out and have a field for what category the incoming money is for and the category for money paid out.I learned many years ago not to create more Categories than necessary.

There are three main categories to consider:Confirm identityDo they pay their billsWill they maintain the propertyConfirming identity includes a government-issued ID with picture and knowing how to spot fakes.

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This will vary by state, I know in CT you need an active brokers license to be a PM

.- Determined some clear search metrics for MLS listings (so far not much in that category)Action Items:- Come up with a outreach text for the list of vacant homes I receive monthly from my local county- Find some wholesale mailing lists. 

Please understand that rates change every year, and vary from carrier to carrier. 

Also, regulations can vary by neighborhood and realtors focused on STRs should know which communities are more friendly to STRs than others.

Let me elaborate.Real estate agents vary in age, from 18 to 70+.