You need to discuss with some lenders as they are all different and have different programs requirements rates and terms.

Unless you're lucky enough to work for Keller-Williams or some of the other major brokerages with solid training processes, nobody is going to provide much help.There are some good training programs for new agents like YesMasters or the book "Your First 365 Days In Real Estate" or something similar.

Recently I have one that runs a great passive investment program out of Canada and is looking to expand into the US. 

I would check with the plan administrator for the particulars of your program.  

What are some good programs for CRM, lead generation, marketing and advertising?

There are programs available outside the banks that don't have employment verification of DTI requirements.

These simple meetings to network (no sales pitch/sell you the program).

The Top Gun program is the one that you can do a single close at 75% ARV and turn into a long term loan. 

I used to work in the space program before going into oil and gas.

Otherwise we have a Google Sheets compatible version which can be opened and utilized out of your web-browser.