I am interested to here from short term lenders - bridge loans etc about what software or processes you currently use to manage your loan book. 

Is there a program or software that allows you to easily observe all the properties in your portfolio, as well as their details?

Thank You all for your input on these two pieces of software.

@Katie P.It seems that Quest is exiting the Solo 401(k) line of business.The company SEPiraK provided software for Solo 401(k) recordkeeping to Quest.I understand they are planning to to offer recordkeeping and plan document maintenance services to Quest clients with no cost to transition.

asset worksheets for each depreciable item - between 3 and 30+ pagessupporting statements for line items - between 1 and 10 pagesautomobile expenses worksheet - between 2 and 8 pagesForm 1098 worksheet(s) - between 1 and 4 pages per mortgagestate-specific worksheets, MAGI worksheets, passive losses worksheets, and a whole lot moreBy the way, including these extra worksheets will not create more work for me, they are already inside my tax software. 

The software is great.

(What kind of cold calling software can I get to acquire phone numbers?)

I work in property management software so I often talk to property managers and investors across the country about their strategies and experience with investing in their areas.... but for our first (few) investment properties, we'd like to stay within driving distance (currently live in Quincy, MA). 

Leverage TechnologyCRM Tools: Use CRM software to manage your leads and track communication with sellers and buyers.

@Taylor CookYou can do this yourself using software.