If you have a truly "silent partner" you had best engage an SEC attorney because you have created a (small) syndication. 

Key features we’re looking for include:1.User-Friendly Interface: Easy to set up and use, as we want to minimize the learning curve.2.Automation: Capabilities for drip campaigns, automated follow-ups, and segmentation based on investor interests and engagement.3.Analytics and Reporting: Detailed insights into email open rates, click-through rates, and overall engagement to help us refine our approach.4.Cost-Effective: We’re a growing business, so we’re mindful of costs, but we’re willing to invest in a tool that offers great value.What has worked well for you?

Steve you probably thought of this but in your state you can be the bank without a license and with your very deep knowledge making new origination's for investors could be a very nice play that will keep you engaged somewhat mentally and returns should be 12% easily and for you extremely safe.

HOWEVER, real estate brokers are profited from engaging in the advertising and marketing of a property in which the person advertising or marketing is not the titled owner, merely holds a contractural interest, under a theory that doing so \is a violation of agency rules and laws.First, the interpretation that the above is a violation of agency seems to be a stretch and ripe for legal action.  

I don't engage in online shouting matches. 

I'm thinking I would have to possibly engage an attorney.At any rate, thankfully the issue was resolved a few days later.  

I would love to learn if there is anyone who is engaging in that?

You'd have to engage a grading contractor who might be able to give you a ballpark estimate, but it would maybe have to be engineered with rough and precise grading plans to determine costs. 

I saw her casually on social media later and re-engaged.

Three years later we added a fund to invest in real properties, and again filed a RegD 506c offering.All this is a long winded way of saying engage an experienced securities attorney before doing anything.