@Au Jia I will just get straight to the point: you need a PPM, Operating Agreement, Subscription Agreement, and file your Form Ds.

Also CoStar, which is a paid (expensive) subscription 

@Ben Caleb - If you are using Spectrum (a provider in that area) and have TCL TVs, you only need one box, can download the Spectrum app on each TV and can then stream the cable service to all of them, along with all the subscription services. 

It will pay for things like subscriptions, software, administrative, travel, etc. 

The reason is, most subscription agreements specify two things. 

There are many steps to putting syndicates together and you need to make sure your PPM (private placement memorandum), OA (operating agreement) and subscription booklet cover the many and vast disclosures.

Realquest is a data provider where you can pay for a data subscription and you can then do comp searches.

I will probably get a subscription to an online document signing app to be able to do those online as well.

However, I am looking for a robust, automated CRM for wholesaling that doesn't have a monthly subscription.

I figure since I am already a Legal Shield member paying for a monthly subscription to get legal advice, what harm could it do to contact a probate attorney in my Legal Shield network to snag some probate leads?