Tools for Business and REI Documentation?

2 Replies

With the way my brain is wired I like to have a moderate amount of organization and structure. Real estate investing clearly requires a wide range of skills to be successful. From what I can see so far, the acquisitions process alone involves marketing/prospecting, deal analysis, making offers, negotiating, etc. When I think about rehabbing, financing, property management, and other aspects of the business, it can feel a bit disorganized.

I may be getting ahead of myself here by thinking about documentation and systemization, but I'd like to have some kind of mental framework regarding how to think about the different aspects of real estate and how they relate to each other so that I can have a bit more structure in my thinking. 

I'm curious, what technology or tools do you use for organizing, documenting, and tracking your business processes? Just folders and documents on your desktop? Google Drive? Physical forms or charts? Mind-maps? 

And how might it look different for a well established company vs a small team vs an individual investor?

You are asking too broad of a question for anyone to take the time to answer.

Suggest you narrow your question and ask several over time...

Good call, I tend to jump the gun, asking too much, too soon, without enough context. The core of what I'm curious about is regarding documentation. I guess if I were to just ask one thing it would be, "What medium do you use to document your business systems if that's even something that people do?"

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