@Nancy Roth - I created my own. Here's the breakdown:
* Properties - has rollups from Income, Expenses and Reserves tables to compare P&L across properties
* Tasks - notes and action items and when things are due. Nothing exciting
* Contacts - people that are in properties and or have been historically
* Leases - term, amount, contact and the signed agreement
* Files - closing docs, appraisals, insurance, etc. grouped by Property
* Income - amount, date, property, attachments, category (rent vs lease option fee, etc)
* Expenses - actual expenses, date, property, attachments (mortgage, capex, maintenance, turn, etc.)
* Reserves - savings from each rent payment for future expenses
If you wanted to use more like a PM, you could set up an online form for tenants to input requests and include attachments and track maintenance through it.
Hope that helps.
PS - I still use Excel for projections/modeling
