Software Recommendations for Starter Investor?

[Yanique Otto]

Hi BP members! I am fairly new to the real estate investment arena. I've had one property rented for almost 2 years, and am currently under contract for 5 additional units. I know that's not a LOT, but I do best with checklists and systems, and so I am looking for an inexpensive software I can see to keep track of things such as deadlines and due dates both in the offer and due diligence stages, and for use wit tenants. I'd also love the software helped with generating form letters and checklists, such as a due diligence action checklist, move in checklist, repair budget, tenant rejection/acceptance letters, sample leases etc. 

Would also be great if the system integrated with a payment portal where clients can pay rent and submit work orders online.

I know I can use excel spreadsheets etc. I'm just looking for a way to keep as much of the information as possible in one place, in a system that helps me stay on top of everything. Thanks in advance for your suggestions.

Yanique 

[Michael Quarles]

Originally posted by @Yanique Otto:

Hi BP members! I am fairly new to the real estate investment arena. I've had one property rented for almost 2 years, and am currently under contract for 5 additional units. I know that's not a LOT, but I do best with checklists and systems, and so I am looking for an inexpensive software I can see to keep track of things such as deadlines and due dates both in the offer and due diligence stages, and for use wit tenants. I'd also love the software helped with generating form letters and checklists, such as a due diligence action checklist, move in checklist, repair budget, tenant rejection/acceptance letters, sample leases etc. 

Would also be great if the system integrated with a payment portal where clients can pay rent and submit work orders online.

I know I can use excel spreadsheets etc. I'm just looking for a way to keep as much of the information as possible in one place, in a system that helps me stay on top of everything. Thanks in advance for your suggestions.

Yanique 

 A great CRM is important. Besides the CRM I think it is important to also have integration of phone, Text, RVMs, Email, and especially campaigns. Having a system that does the follow up of notifications systematically and effortlessly is paramount.

Happy Hunting