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Updated about 4 years ago,

User Stats

13
Posts
3
Votes
Steven Skarupa
  • New to Real Estate
  • South Jersey
3
Votes |
13
Posts

Online workflow tools?

Steven Skarupa
  • New to Real Estate
  • South Jersey
Posted

I'm a complete newbie; have been studying, listening and working on getting a cash-out refi to gain access to some seed capital to build a portfolio of rental properties - with a goal of finding enough positive cashflow to replace my day job and until then provide more stability by having more diversified income (can you tell I'm working on my "Why"?)

While I wait for the financing to go through (banker says ~60 days right now) - I'm focusing on rounding out my education and practicing analyzing properties so that I can act fast when I see a good deal when the money is available.   I'm able to do about 4-6 analysis per day, but I'm starting to lose track of what I've done so far and which are in the running.  

So I'm looking to setup a system - I can envision spreadsheet or google sheets based workflow, but before I go down that path, I was wondering.  Does anyone have a suggestion for an online workflow tool that I can use?

The workflow seems to be essentially the same as a typical sales/lead funnel, so it seems that there should be something out there that would work better than anything a newbie can wipe together in Google Sheets. 

What system do you use for analyzing and filtering down to the properties you make offers on and on to purchase, rehab and adding them to your portfolio.  What tools do you use to stay organized?   

Thanks in advance!