- Initial intake?

Good afternoon BP members,Has anyone created a useful CRM using excel?If so, what vital information do I need to have in that CRM?As a new investor, I am trying to keep my costs low.Any assistance is greatly appreciated.

Buy and hold have been instrumental for me in taking control of my time and peace-of-mind. 

@Kristie Eddy, I would be interested in taking a further look.

When it comes to your one bad apple, don't think of it as you paying for them to stay; whether they were there or not, you would pay the mortgage because you believe in taking the honorable action, and you also are putting money into your asset which only serves to improve your financial picture. 

He is asking if we would be interested in taking over his mortgage by placing my partners name on the deed.

Is there too much risk (ex: legal implications) in taking this option?

My cold callers and Lead manager intake and qualify all the leads, and then send them to me.

Educating yourself and connecting with other investors in the market you are looking at will get you more comfortable in taking actions.

I have been in real estate for over 40 years and I don't really have any other goals to reach.I am interested in taking some chips off the table with this sale and if the market does suffer a large correction, I might be motivated to reenter the marketplace with my chips.I purchased this building a few years ago for $6.2 million with 25% down.