Ep. 43 | Software We Use To Streamline Our Private Lending Business

from Canadian Private Lenders’ Podcast · host NEAL

Ever wondered what it takes to run a smooth and efficient private lending business? In this episode, we're revealing the softwares that make it all happen.From automating tedious tasks to harnessing the power of AI, we're sharing how we've built a tech stack that not only streamlines operations but also helps investors navigate the unique challenges of the lending industry. Show notes:0:40 - Introduction8:39 - Perks of using automator software13:16 - Issues with lenders only being in certain platforms14:14 - Online banking systems (Personal vs. Commercial Banking) 17:48 - Quickbooks accounting management software20:28 - Leveraging Microsoft softwares as a tool27:04 - Outro Resources:QuickbooksFilogixMortgage AutomatorSlackCanvaKeystone Capital GroupFind Neal On: Instagram - @RemaxnealLinkedInFind Ryan On: LinkedInE-mail - [email protected]

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This episode is 27 minutes long.

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This episode was published on August 21, 2024.

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