Purchase price: $1,200,000 Cash invested: $1,200,000 Sale price: $1,920,000 Coastal Construction Custom Single Family Residence in AE Zone on water.

Quote from @Shan Dey: Hi there, any recommendation of any AI Customer Service Agent specifically trained with real estate data or investment in RE?

Main one being that customers from NC and SC are a no-show this year, due to several single lane situations on Interstate 40, causing delays of up to 2.5 hours each direction. 

We've been helping some customers in the Dallas area source and close foreclosure deals.Happy to share what's been working for our customers!  

When I followed the 'instructions' from customer support, it showed a random number as the number of active leads....in other words, what the crm SAID was active leads had absolutely no correlation to the actual active leads clearly showing in the Carrot Lead manager. 

One company I used recently on two jobs never did and is my goto3. if I need a maid service I will use the trial services of sites such as homeaglow or dazzling cleaning where they offer steep discount to new customers.

I think this shows a lack of morality for even a broker to have a duty to protect their own customers by ignoring it.

I know the Appfolio sales team, as well as Juniper Square, and all the other investor portals try to talk up how they are a CRM, but they simply are not.Salesforce is your most powerful CRM, and likely overkill for 99% of situationsHubspot is a great option, and depending on contact list size is fairly affordableGoHighLevel is another one that is becoming more popular, but I have never used directly.There are a ton out there, and I am biased to Hubspot, because it is the one I have the most experience with, but the general contact record tracking, customization, ability to build dashboards, etc are all great in Hubspot and adequate to track contacts that may fall into various buckets: i.e. you can build your broker lists, your investor lists, your tenant lists, track your calls to each, setup up custom email campaigns for each separately, etc.

I do like many things about Bolt - they have great customer service, you can schedule calls with a business planner/teacher, etc.Hopefully this was helpful!

Also, many lenders won’t do investment property HELOCs unless you’re an existing customer—so I always recommend opening a small account at the bank or credit union first to start that relationship.2.