Software Suggestions for Note Investing Business? Accounting Suggestions for Same?

[Michael D Kaminski]

Greetings! I am a beginner note investor. To jump in, I bought a portfolio of 10 notes. There are two different servicers involved. In a few months, I want to get into buying NPN/NPLs, such as those in bankruptcy. I will not be starting a fun. But I could sell partials in the future.

Is there software that people use to manage their portfolios?  I have looked at NoteRules.com.  I heard podcasts where people uses customized versions of Podio or SalesForce?  I am a bit surprised that there are not more options?  Does anyone have any recommendation?  

Also, bookkeeping needs to be set up.  Are there any recommendations that people have on how too get organized?  I will use a lower-cost QBO alternative, like Xero.  But is there a Chart of Accounts that anyone could share?  Or is there a bookkeeping agency that has a note investing specialty?  

Thank you!  Mike

[Brett Burky]

That is a good question, there have been companies that have had some in the past. If you research the Revival Brothers they have a software that works with excel. 

I myself use airtable and just build it out in there. It might not be the best method but it works for what I own because I only purchase performing notes. 

@Chris Seveney - is a really smart guy and he might have some interesting set up.