Patrick Jackson
A System is more than Software
7 January 2021 | 0 replies
Like the subject says, if you think a CRM system is all you need to complete your Real Estate Investing Workflows that’s only half true.
Annie Drommond
Real Estate Partnership Questions
10 January 2021 | 1 reply
It would be easier to manage it myself since it is a residential property and is in our workflow of the other properties already. 3- Do we need to setup an LLC?
Chris Seveney
Systems of a Note Investor
19 January 2021 | 9 replies
I settled on a workflow where my raw leads go into a locally hosted Filemaker Pro database.
Steven Adorno
I did my first wholesale deal…. now what?
15 March 2021 | 11 replies
That's solid advice it's only me right now and I am trying to add some structure to the day and have a process for my workflow.
Paul H.
Researching 2020 Syndication Software
28 September 2020 | 7 replies
Re-ordering the blocks/workflow for the report meant deleting them and creating them in a proper order
Shawn Chervinskis
Broker / Investor with lead on investment opportunity
11 October 2020 | 1 reply
From there, I plan to send it to the title company and let it follow the standard workflow.
Ash Fields
Customer Relationship Management
4 January 2022 | 6 replies
Podio is a great simple cheap CRM to stay organized and allow you to tinker with automating workflows.
Rob Singh
CRM and Automation Tools 2020
12 June 2020 | 3 replies
If you're looking for something you can make into your own preferred workflow, podio is great.
Reid Williams
First purchase for a beginner.
26 May 2020 | 3 replies
Once you have your workflow and contractors all organized, then I would think about taking on a property like #1.
Josh Ferona
Cost basis tax question
27 May 2020 | 8 replies
Your tax pro can then put you into their normal pre-tax season work flow.