Investment Portfolio for lenders?

Question

Does anyone have a good technique for putting together a presentation of their portfolio for lenders? I am not using any big CRM at the time. Are we talking spreadsheets turned into PDF's? Pie charts? I have multiple rental properties in multiple states with multiple lenders. I am also diversified about 1/3 stock market IRA's, etc. and 2/3 real estate. Also have crypto assets and am currently invested in a couple startups. Would like to be able to just input my equity and cashflow, etc. into a little package on a monthly basis to update lenders as we buy more properties.

Is Excel the best option? Any packaging techniques in particular that lenders like to see? Does it vary between credit unions and/or private lenders?

Thanks for any info!

Is Excel the best option?  Any packaging techniques in particular that lenders like to see?  Does it vary between credit unions and/or private lenders?

Thanks for any info!

Mark Shaver · Answer

@Brendan Harrison, you wrote: "Does anyone have a good technique for putting together a presentation of their portfolio for lenders?"

I don't really like to send information to subscribers files (pdf, Excel,...) because once I send it, I lose control over it. I prefer to publish information for subscribers as a web page. It has many advantages.

1) Variety of information. For real estate it could be:

• Ability to modify and add to the page after sending the newsletter
• Photo gallery
• A video tour where you show the property. (It's important that subscribers see you on video every newsletter)
• 3D Tour
• Interactive panorama
• Interactive Map
• Built-in Google Docs (Docs, Forms, Sheets and Slides)
• Multiple language versions.

2) Comfortable navigation:

• Large sections rolled up into vertical "accordion" tabs for a compact page
• Binding several property pages into a small online book with a table of contents
• Display of similar properties at the bottom of the page
• Links to related pages (Services, About,...)

3) Restrict viewing:

• Lock the page with a password so that casual visitors and search engines don't see it
• Or allow only logged users to see the page.

4) Help from subscribers:

• 5-star real estate investment appeal rating
• Repost on social networks
• Commenting on the page and letting them know what additional information they would like to receive
• Chatting with followers on the page.

5) Marketing Automation:

• Google Analytics to see page usage statistics
• Special links in the newsletter that show, which subscribers clicked to see information about the site
• The page is generated based on which site pages the subscriber preferred to see previous issues of the newsletter.

Sample from DeleonRealty.com:

You wrote "I am not using any big CRM at the time."

A CRM is a good place to accumulate real estate information. If you have a lot of real estate going through you, you can write a program that will publish real estate information from the CRM to the website.For example, in Podio you can make a separate table (Application, app) where you collect real estate information to publish with 100 fields to fill in (including fields for adding files). Your employees will gradually add the required information. When all the fields are filled in, you just have to click one button and publish all the information on your site.