Prefer a smaller firm where I can deal with the same person instead of multiple partners, and get closings scheduled fast.Thanks for any suggestions!

Do this for a few months – you may want to take a real estate course to get your license – Attend REIA's – BUT do not trust the sales pitches you will hear – I don’t think you should spend your money on those programs – if you want to spend some money – get a mentor –The candidate for your mentor should be financial successful – in many phases of making money in real estate; auctions, tax sales, lead generations, contract engineering, assignments as well as the many creative clauses’ used to buy real estate.I think you will do well – take it slow and easy – don’t be influenced by big talkers – counsel with spouse – create credit lines – be ready with a form packets of contracts – assignment forms – notes – disclosures and blank checks – study and learn from others ------ AND HAVE FUN – your journey to a better income and more of what you want out of life is exciting and profitable.

I would also suggest listening to the Podcasts, The do help you with IdeasKeep rolling,AJ

Does anyone have suggestions on a utility for keeping track of my campaigns and documenting their success?

I would post it here, but every time I answer someone's question and point them to the appropriate resource I get flagged somehow by BP for self promotion even though most the resources I suggest have nothing to do with me, then nobody benefits from hearing about the resource but that's BP's loss I guess.

Any suggestions?

If you haven't yet, I suggest you join at least one of the REIA's in the area.  

Is that what you were suggesting?

I sincerely enjoyed all of your suggestions and advice.

@Raj PatIf you need a referral PM me for one locally; however, I suggest not restricting yourself to someone local.You definitely need someone qualified, does not have to be a CPA, could be an Enrolled Agent or an attorney.