What did Brandon Turner mean when he was talking about the policy binders “telephone standards” ? 

This is an opportunity to take your prospecting, marketing, lead and deal management to a whole new level.

While there's no shortage of options out there,as you mentioned, such as PropStream, DealCheck, REI Simpli, and Podio, the aim is to stand out by honing in on what really matters to investors: ROI, value, performance, efficiency, and possibly price.Expanding on what matters as outlined earlier, here are my assumptions regarding what investors might require if I were to launch a product today:User-Friendly Experience: A platform that feels like second nature to real estate investors, with intuitive design and features that make life easier.All-in-One Solutions: A toolbox stacked with everything necessary for successful investing—from finding leads to analyzing deals and managing properties.Seamless Integration: Make workflow smoother by seamlessly connecting with other essential tools and platforms you rely on.Insightful Analytics: Next-level decision-making with advanced analytics and data visualization that help you optimize investment strategies.Now, the challenge lies in the fact that every investor is unique, and the features might be excessive if they don't offer genuine value.

But with that said, if your deal is in a decent sized market, i.e. at least 15-20k population or higher, then what we do is pull a cash buyer list from Propstream, and for the buyers that are LLCs, LPs, Ltds, Incs, we look up who the managing member(s) is/are, and then we skip trace the list and start calling. 

There are plenty of excellent markets out there.To build a team, start with your core necessary people (lender, broker, property manager). 

At some point in the near future I will sell everything (small to medium properties in the $300K - $7M) and do a 1031 exchange (so I don't get slammed with taxes) into a handful of large income producing properties...hire a management company and call it a day.

On the other hand, have you considered self-managing?

I do like your idea of the "tech package" with assoc. fees.The major con that has kept us from implementing has been - management burden.  

One of the two has minimal debt but the other has a mortgage on a rental property that her family manages.

Find a property manager you can work with, buy a place, have them rent it out and deal with the tenants.