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Updated over 8 years ago,

Tom Heidel's profile image
Tom Heidel's profile image
Tom Heidel
  • from Bradenton, Florida
  • Member since Feb 23, 2016
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User Stats

17
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10
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Tom Heidel's profile image
Tom Heidel's profile image
Tom Heidel
  • from Bradenton, Florida
  • Member since Feb 23, 2016
Connect
Tom Heidel
  • Bradenton, FL
10
Votes |
17
Posts
Tax Liens & Mortgage Notes

Note Portfolio Software

Tom Heidel
  • Bradenton, FL
Posted

I'm looking for some suggestions for mortgage/loan portfolio tracking software or spreadsheet solutions.  I'm looking for a few specific things.

  • Scalable from 25 to 100+ Loans
  • Loan-Level and Portfolio Analytics (present & historical)
  • Multiple servicer connectivity or CSV import

A lot of what I see out there are geared towards servicing.  It seems to be overkill since I am not servicing.  I've checked into the "Note Dash Board" and that is one that seems to be servicing centric.  I've also looked into NoteWerx which I believe is much better, but the reporting seems limited.

Any suggestions you can come up with would be greatly appreciated.

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