Organizing documents and property records with Google Drive
Managing deal pipelines, workflows, mailings, and documents through LG Pass
Pulling and preparing mailing lists with Zample
Using county GIS systems, LandID, DataTree, and Parcel Review for due diligence
Evaluating a property’s usability, viability, visibility, and “buy-ability”
Tracking buyer leads with Trello or a dedicated CRM such as Follow Up Boss
Collecting down payments and managing notes through GeekPay
Using AI to create training manuals, analyze expenses, research markets, and improve sales calls
Avoiding shiny-object syndrome before building consistent deal flow
Starting with simple tools and adding automation as the business grows
TIP OF THE WEEK
Mark Podolsky: Use AI to review bank and credit card statements for duplicate subscriptions, unnecessary tools, and costly overages—but keep your technology focused on a clear business outcome. Scott Bossman: Keep the horse in front of the cart: prioritize mailing, buying, marketing, and selling before investing time in complicated automation. Mike Zaino: Never prepare sales documents based only on a buyer’s promise. Collect a payment first to confirm commitment. Jon Burnett: The best CRM is the one you consistently use. Start with a notebook or Trello, then upgrade when your lead volume justifies it.
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