Syndication Software Suggestions

[Cody Lewis]

Our team is looking to migrate from Excel to an actual Syndication software. I would love to know what everyone is currently using along with any positives or negatives with them. We're evaluating "full service" solutions along with CRM, Investor Portal, and Marketing independently as well. 

Any thoughts and suggestions are welcomed!

[Mark Shaver]

Teaser: The dangers of ready-made "full service" software solutions". ==

@Cody Lewis wrote: "We're evaluating "full service" solutions along with CRM, Investor Portal, and Marketing independently as well."

It sounds like you are looking for a Swiss knife for real estate investors:

Image source via Pixabay.com

But professionals use a separate tool for each task:

Image source via AliExpress.com

I sent you the DM articles:

• "Top 50 CRM Software for REI": reviews, testimonials, pros and cons, recommendations
• "CRM choice for beginner RE investors"

P.S. The link to your website in your signature has one wrong letter and refers to a non-existent website. It's potentially dangerous. An adversary could buy a phishing variant of your website and offer BP visitors to pay for non-existent services on your behalf. Please correct the mistake.