I’m not against using debt at all — I know it’s basically the engine that makes real estate work.

Despite paying a substantial fee, I found that beyond basic instructional videos and repetitive weekly calls, there was little substance to aid my learning.

A sudden jump to $2K+ in recommended services, especially from a company that just took over, can be a red flag.For the coil, depending on the unit's setup, it might be possible to clean it yourself or hire someone for a basic cleaning at a fraction of the quoted price.

Operating the same way with the same principles, language, laws and work ethic whether it's a husband and wife in their first portfolio, or a large, established group with more degrees than me.

Since I'm investing in such old buildings I pretty much bake in new HVAC, new roof, new electric, + basic cosmetic upgrades anytime I'm kinda pre analyzing a deal because 99% will need it sooner than later in South City. 

I have never used that mortgage broker who basically just cold emailed me and it could be a gimmick.

And would like to at least do some basic vetting over the phone.  

If so, my opinion is that you are being penny wise - but pound foolish.A more basic questions is WHY - why are you forming this “partnership”.  

I use a basic task manager app (like Todoist or Notion) and set up recurring tasks for each unit.

BiggerPockets is one of the best platforms for learning the basics and surrounding yourself with people who have already walked the path.