We've already taken a few online courses and read some books, so we're getting our head around the multi-family syndication business.

Every system you try will have flaws, or you may salivate over a feature that appears in other software.Some familiar names are mentioned frequently: Stessa, Apartments.com, RentRedi, TenantCloud, Innago, RentManager, Avail, Rentec Direct, Doorloop, etc.I recommend conducting thorough research on each app online to understand their offerings, pricing, etc.

I'd say the quality of leads vs other online sources has been and still is pretty good. 

I also know that they "didn't know about the sale ahead of time", so I have to imagine that played a role in the lien. 

Trying to save money by foregoing insurance is playing russian roulette.

As mentioned if the holding company is not solely holding or owning assets together funneling monies as a loan would further complicate if there is a default but also cause you to file extra tax returns = $...Yes you are taxed on interest income or any money that you make, does not matter how you structure it, what comes into play is not how much your taxed but how much you pay someone to figure out for you how much you need to pay and each layer is an added cost. 

Create an Online Presence: Build a strong presence on Facebook, Instagram, and a credible, professional website.

It should be on line, look it up.

So I was playing musical chairs with them much as you might with credit card balance transfers.  

What works best is sticking one one marketing channel, and keep doing it.You will get the higest intent to sell leads through inbound marketing lead generation such as TV commercials, online form submission leads, direct mail.