Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Tax Liens & Mortgage Notes
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 9 years ago,

User Stats

309
Posts
100
Votes
Sandy Uhlmann
  • Investor
  • Jefferson City, MO
100
Votes |
309
Posts

What CRM system should I use for notes? SDIRA questiona also

Sandy Uhlmann
  • Investor
  • Jefferson City, MO
Posted

Hello fellow BP followers,

I recently enrolled in a note boot camp (it was free if I purchased a pool of notes) and it was suggested that we set up an account with notedashboard.  The first 10 notes are free, (at least for a month) then there is a monthly charge of around $30 for up to 10 notes.

I was wondering if everyone uses some sort of CRM system to manage their notes, and If so, what is everyone use?

Additionally, I purchased a pool of notes within my SDIRA and one note outside my IRA.I purchased one outside of my SDIRA so I can learn to work a note myself, first hand. Can I pay for the service outside of my SDIRA so I can use that service for both my SDIRA and my other note or do I essentially have to have and pay for two CRMs in order to be compliant with SDIRA rules? What does everyone else do when they have notes both inside and outside of their IRA?

Loading replies...