How do I manage the property lead funnel?

Question

We're starting to build a rental portfolio, and I'm analyzing properties daily. I'm getting overwhelmed and need a system to keep track of what we're interested in, what we've seen, what we've made offers on, what we still need to follow up on, and what we've rejected.

Does anyone have a spreadsheet or other type of system to share?

Antonio Coleman · Answer

Use "Trello" It helps me stay on task and organized by keeping up with everything I do. Its web base and has an app version, and plus it FREE. Just Google It

@Katherine S. Thank me later

Gabriel Hershberger · Answer

I'd recommend making a spreadsheet and see if that helps.

Ernesto Hernandez · Answer

I forgot which podcast it was, something in the 60-70 episode range mentioned a CRM like Zoho.

Spreadsheets get a little crazy over time.

Katherine S. · Answer

@Alex Deacon Thanks Alex, I've got my parameters pretty well set.  I'm just having trouble keeping the mountains of paper collecting on my desk from burying the best prospects.

Alex Deacon · Answer

@Katherine S. I am not very good at spreadsheets and organization. That's not my strong suit. Finding deals and making money fortunately for me is. What I can help you with is to be focused on a particular geographical area and price range. don't look at homes 1 hour from your house when there is plenty 30 minutes away. Don't look at commercial if you are strictly residential. Don't look over a certain price range because you may over extend yourself. Be more focused and you will save time, buy more quality and overall have more time left over to enjoy with your family.

How do I manage the property lead funnel?

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