That process has served me well, so I am more time efficient, effective and always happy when working with investors.

Nevermind, read about the change made effective after 2009. 

Make sure overall you get a sense for their communication and make sure it meets your expectation.

You'll probably need to focus on having an effective training program, lead generating system, as well as an opportunity to be mentored or coached.

Would love to have a tool that communicates with all these sites using APIs and allow users to pick and choose which fields they want to include on their "investment dashboard" perhaps?

For either to have the desired effect, they need to be legit to be taken seriously ...for a PreApproval, that means full documentation..for a POF, that means Cash in a bank account in your name.

The TK provide must be experienced, trustworthy, transparent in their communication and offers, and provide quality work at a fair price.

Just trying to learn quickly and be effective and efficient with my time, money, and resources. 

However, there are a few homes that are overpriced and are feeling that effect by staying on the market longer.

They want to reach it with out it effecting their normal day-to-day lifestyle.