EP140: Note Investing Tools Every Investor Should Have

Mortgage Note Investing Weekly

Rick Allen & Brett Burky, Rick Allen, and Brett Burky에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rick Allen & Brett Burky, Rick Allen, and Brett Burky 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

6M ago 17:14

MP3•에피소드 홈

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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