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Podcast: Mortgage Note Investing Weekly
Episode: EP140: Note Investing Tools Every Investor Should Have
Description: 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.