Systems of a Note Investor

[Chris Seveney]

Recently did a webinar for people on how to manage a portfolio of notes. I wanted to share with everyone some of the systems I use. Please note I get NO affiliate link or referrals from these sites and sources:

Management

https://yanado.com/ (with gmail/gsuite and use a business email not @gmail.com)

https://www.info-pro.com/

https://www.bluebeam.com/

https://remarkable.com/store/remarkable-2

https://simplifile.com/
https://www.themortgageoffice.com/

Phone

https://www.ooma.com/

Marketing

https://feedly.com/i/my

https://buffer.com/

https://keap.com/

BANKING

https://www.pnc.com/.../online-and-mobile.../pinacle.html

https://quickbooks.intuit.com/desktop/

Are there any tools you use that you find to be of value. Note I did not include title companies, or my calculator etc which are also imperative.

[Andy Mirza]

@Chris Seveney Thanks for sharing! I'll be checking out some of what you use.

Coincidentally, I was working on optimizing SmartSheet this morning.

Asset Management and Overall Management- Smart Sheet

E-recording - CSC

Marketing - MailChimp

Data Storage - Egnyte (although we'll be moving to something else soon)

REO management- Pyramid