EP140: Note Investing Tools Every Investor Should Have

Rick Allen and Brett Burky discuss essential note investing tools, emphasizing the use of spreadsheets like Excel, a centralized storage location, CRM systems for asset management, and automation tools like Zapier, showcasing practical insights for managing mortgage notes effectively.


Note Investing Tools Key Takeaways:

➤ Excel or Google Sheets are crucial for calculations and data organization.

➤ A centralized storage location like Dropbox is essential for asset files.

➤ Utilize CRM systems like Podio for efficient asset management.

➤ Automation tools such as Zapier or Make can streamline workflows and document generation.

➤ Networking tools like LinkedIn and BiggerPockets are valuable for connections.

➤ Explore emerging AI tools for enhancing data management and processing.

➤ Continuous learning and exploration of new tools are vital for effective note investing operations.




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Chapters:
00:00
00:45 Note Investing Tools
2:35 The Essential Spreadsheet
3:00 Microsoft Excel vs. Google Sheets
3:33 Importance of Centralized Storage
3:57 Document Custodian for Collateral Files
4:45 CRM Systems for Asset Management
5:20 Rick's Experience with Podio
6:28 Importance of CRM for Asset Management
7:02 Tracking Costs with QuickBooks
7:25 Early Tracking Systems
8:04 Modern Tools and AI
8:39 Paperstac and AI Integration
9:00 Loan Servicing for Collections


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