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:
00:00
00:45 Note Investing Tools
2:35 The Essential Spreadsheet
3:00 Microsoft Excel vs. Google Sheets
3:33 Importance of Centralized Storage
3:57 Document Custodian for Collateral Files
4:45 CRM Systems for Asset Management
5:20 Rick's Experience with Podio
6:28 Importance of CRM for Asset Management
7:02 Tracking Costs with QuickBooks
7:25 Early Tracking Systems
8:04 Modern Tools and AI
8:39 Paperstac and AI Integration
9:00 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 MEDIA
https://www.instagram.com/paper_stac/
https://www.linkedin.com/company/paperstac
https://www.facebook.com/paperstac/
https://twitter.com/paper_stac
https://www.tiktok.com/@paperstac
Browse notes for sale: https://paperstac.com/for-sale
Paperstac Blog: https://paperstac.com/blog
Paperstac Medium: https://medium
Follow Us On These Platforms:👇
- Facebook: https://pstac.co/facebook
- Linkedin: https://pstac.co/linkedin
- Twitter: https://pstac.co/twitter
- TikTok: ...
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Ruthie's Table 4
For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. “Foods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,” says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.