Small business software for Lenders

[Glenn N.]

What would be considered the easiest program for small hard money lenders to use to track loans and history and sending out 1098 's? Im a small lender.

[Alan Nelson]

@Glenn N. - Are most of your loans short-term/interest-only, or are they more complex (e.g., longer-term, amortized, require escrow, commonly modified b/c of prepayments, etc.)?  I have found that it is quite simple to self-manage a portfolio of 30-40 short-term/interest-only loans using a combination of QuickBooks and an XL workbook (1 worksheet "tab" for each loan).  My CPA takes care of the 1098s.  

Some DIY lenders use a program called NoteSmith, but IMO, if the loans are too complex to easily manage with simple XL/QuickBooks, I'd be using a 3P servicer.  In the latter case, I would still use QB to enter info provided by the 3P servicer and to maintain my general ledger for the lending business.