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 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.__________________________________Chapters: 00:0000:45 Note Investing Tools2:35 The Essential Spreadsheet3:00 Microsoft Excel vs. Google Sheets3:33 Importance of Centralized Storage3:57 Document Custodian for Collateral Files4:45 CRM Systems for Asset Management5:20 Rick's Experience with Podio6:28 Importance of CRM for Asset Management7:02 Tracking Costs with QuickBooks7:25 Early Tracking Systems8:04 Modern Tools and AI8:39 Paperstac and AI Integration9:00 Loan Servicing for Collections________________________________________🎬 Share this video: put the video link➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.SUBSCRIBE HERE: 👇  👉https://pstac.co/subscribe_on_youtube 👈_______________________________________________________➤ LET'S CONNECT ON SOCIAL MEDIAhttps://www.instagram.com/paper_stac/https://www.linkedin.com/company/paperstachttps://www.facebook.com/paperstac/https://twitter.com/paper_stachttps://www.tiktok.com/@paperstacBrowse notes for sale: https://paperstac.com/for-salePaperstac Blog: https://paperstac.com/blogPaperstac Medium: https://medium.com/@paperstac➤ LinkedIn Paperstac Newsletter: https://www.linkedin.com/newsletters/7061367477401702401/ _______________________________________________________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/guidesHere 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-investingBuying Your First Mortgage Note https://academy.paperstac.com/buying-first-mortgage-noteBuying Non-Performing Notes: Ultimate Guide https://academy.paperstac.com/non-performing-notes Creating Passive Income with Mortgage Notes https://academy.paperstac.com/creating-passive-incomeAND MORE!!!_______________________________________________🔊 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____________________________________________Access additional videos on mortgage notes and real estate investing by subscribing to the  @Paperstac channel. 🛎️ Click the bell icon to receive notifications when we publish new videos.#noteinvesting #noteinvestor #mortgagenotesFollow Us On These Platforms:👇Facebook: https://pstac.co/facebookLinkedin: https://pstac.co/linkedinTwitter:  https://pstac.co/twitterTikTok: ...