EPISODE · Apr 17, 2026 · 41 MIN
How CRE Brokers can Master their CRM
from Barely Liquid - Planning a Life around Illiquidity · host Jake Crandall
Ian Stroud, a real estate broker in Indiana, discusses the development and implementation of the CRE operating system he created on Notion. The system serves as a comprehensive business management tool, integrating AI, automation, and email functionality. Ian shares insights on using Notion for personal and business purposes, as well as his tech stack and tools. He also explores the use case for brokers and provides feedback on the system's impact.TakeawaysDevelopment of a comprehensive CRE operating system on NotionIntegration of AI, automation, and email functionalityUse of Notion for personal and business purposesInsights on tech stack and toolsUse case for brokers and feedback on the system's impactChapters00:00 Introduction and Background09:13 Development and Implementation of the System16:29 Use of AI and Automation22:12 Use of Notion for Personal and Business Purposes31:10 Use Case for Brokers and Feedback
What this episode covers
Ian Stroud, a real estate broker in Indiana, discusses the development and implementation of the CRE operating system he created on Notion. The system serves as a comprehensive business management tool, integrating AI, automation, and email functionality. Ian shares insights on using Notion for personal and business purposes, as well as his tech stack and tools. He also explores the use case for brokers and provides feedback on the system's impact.TakeawaysDevelopment of a comprehensive CRE operating system on NotionIntegration of AI, automation, and email functionalityUse of Notion for personal and business purposesInsights on tech stack and toolsUse case for brokers and feedback on the system's impactChapters00:00 Introduction and Background09:13 Development and Implementation of the System16:29 Use of AI and Automation22:12 Use of Notion for Personal and Business Purposes31:10 Use Case for Brokers and Feedback
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How CRE Brokers can Master their CRM
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