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Updated over 4 years ago on . Most recent reply

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81
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Francois D.
  • Investor
  • Houston, TX
25
Votes |
81
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Real estate note management software for small amount of notes

Francois D.
  • Investor
  • Houston, TX
Posted

Hi,

I own a few seller financed notes and I am looking for an inexpensive software to manage the production of statements and end of year report. Does anyone have any recommendation? I am finding a lot of softwares for the owners of large amount of notes but not for the small investor.

Thanks

Most Popular Reply

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1,530
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1,103
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Andy Mirza
  • Lender
  • Ladera Ranch, CA
1,103
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1,530
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Andy Mirza
  • Lender
  • Ladera Ranch, CA
Replied

@Francois D. I agree with the others on here to have your note serviced and have them generate statements for you.

If you still want to self service, I think there's probably something out there for you. Maybe you just haven't found it yet?

For asset management, we use SmartSheet. It's like Excel on steroids and costs $95/month. Very malleable and modifiable for what you want to do. But, it won't easily generate statements for you like a note servicer can.

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