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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NOTE INVESTING EDUCATION:
Looking for note investing education? 👇
Explore the Paperstac Academy: ➤ https://pstac.co/academy
A mortgage note investing course designed to help you go from beginner to purchasing your first note.
Download FREE Note Investing Guides: 👇
➤ https://marketing.paperstac.com/guides
Here are a few of the note investing guides available to you at no cost:
Intro to Note Investing
https://academy.paperstac.com/intro-to-note-investing
Buying Your First Mortgage Note
https://academy.paperstac.com/buying-first-mortgage-note
Buying Non-Performing Notes: Ultimate Guide
https://academy.paperstac.com/non-performing-notes
Creating Passive Income with Mortgage Notes
https://academy.paperstac.com/creating-passive-income
AND MORE!!!
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🔊 SPEAKERS: Rick Allen & Brett Burky
👉 Check out our podcast:
https://pstac.co/podcast_on_youtube
👉 Check out our Snackable Series:
https://pstac.co/snackable_series
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