In my experience the basics for a functional RE based CRM are:Custom Fields for Data Objects (Leads, Prospects, Applications, Buildings, Units, etc...)A Screening Engine (background/credit checks, employment verification, etc)Online Rental Application (this should automatically run the application through screening)Ability to mass email/sms leads and tenants to provide informationSurveys/Inspection formsI've been building real estate CRM tools for years.

I would compare the rates they give you with other quotes and see which gives you the best combination of coverage and price.

BP's search function can be likened to Google in it's infancy.

These are just very different functions.

All the old, sadly "bad" neighborhoods in cities all over the country are these kinds of homes that we now call "functionally obsolete."

Once you have a shortlist, sign up for an account with each one and test them extensively to see how they function.

We built out our own portal and accounting database for that functionality because we were not finding good software that could handle a higher volume of receipts AND tie it in with the rental property accounting. 

Probably more than all other markets combined. 

In this case their total household income (of the husband and adult son combined) does meet the requirement of being 3x the rent, but how should I apply requirements of good credit for this and other applications with multiple tenants in one application? 

If they give very little information or the new capital will only add a year or two to the viability of the deal, then I am likely not going to give them more money.The changing or stopping of distributions and calling capital are very stressful and concerning events when you combine it with a lack of information and transparency from the syndicator.