What CRM system should I use for notes? SDIRA questiona also
Hello fellow BP followers,
I recently enrolled in a note boot camp (it was free if I purchased a pool of notes) and it was suggested that we set up an account with notedashboard. The first 10 notes are free, (at least for a month) then there is a monthly charge of around $30 for up to 10 notes.
I was wondering if everyone uses some sort of CRM system to manage their notes, and If so, what is everyone use?
Additionally, I purchased a pool of notes within my SDIRA and one note outside my IRA.I purchased one outside of my SDIRA so I can learn to work a note myself, first hand. Can I pay for the service outside of my SDIRA so I can use that service for both my SDIRA and my other note or do I essentially have to have and pay for two CRMs in order to be compliant with SDIRA rules? What does everyone else do when they have notes both inside and outside of their IRA?