EP140: Note Investing Tools Every Investor Should Have

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Mortgage Note Investing Weekly

Rick Allen & Brett Burky

153 episodes

1 month ago

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EP140: Note Investing Tools Every Investor Should Have

Mortgage Note Investing Weekly

17 minutes

1 year ago

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 sys...