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Updated about 7 years ago on . Most recent reply

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Bob Malecki#5 Tax Liens & Mortgage Notes Contributor
  • Investor
  • Kingston, WA
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Looking for recommdations for note management platform

Bob Malecki#5 Tax Liens & Mortgage Notes Contributor
  • Investor
  • Kingston, WA
Posted

We are actively seeking a platform that will allow us to manage our notes, 3rd party vendors and outsourced virtual assistants. We currently use Basecamp and GoogleDocs, which has served just fine, but as we grow our portfolio, I can see that this will be too fragmented over time. 

We've reviewed Resi.tech but their app is way too complex for our needs. We considered NoteWerx, but they seem to be unresponsive, maybe out of business. 

Does anyone have any recommendations on a platform to serve a small balance fund like ours, allowing for things like CRM, task assignments, document storage, etc? 

Bob

Most Popular Reply

User Stats

1,723
Posts
1,451
Votes
Bob Malecki#5 Tax Liens & Mortgage Notes Contributor
  • Investor
  • Kingston, WA
1,451
Votes |
1,723
Posts
Bob Malecki#5 Tax Liens & Mortgage Notes Contributor
  • Investor
  • Kingston, WA
Replied

Good for you Jay, not sure what relevance this has to my OP though

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