Set Up Your Real Estate Business for Success from Day 1

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When I started out in my Real Estate business 8 years ago (!) there was no information out there about the software tools you need to get started. I spent months figuring stuff out for myself, trying different things.
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You don’t need to worry about that because this week I’m going to share 5 tools you need to put in place from day 1…

#1: Productivity Suite e.g. Microsoft Office or Google Docs

Use to:

  • view a deal pack from a sourcer with a word processor

  • analyse a deal with a spreadsheet

  • create an investor pack in presentation software

#2: Cloud Storage e.g. OneDrive, Dropbox or Google Drive

It's critical you back up your business data to:

  • protect against computer failure or theft

  • share information easily with others

  • access information on the go

#3: CRM / Address Book e.g. Hubspot, Less Annoying CRM, Notion

You'll meet and work with lots of people and companies in your business, so store their info in a simple system (and even make a note about what you spoke about!)

  • Investors

  • Tenants

  • Landlords

  • Agents

  • Solicitors

  • Brokers

  • etc etc etc

#4: Accounting Software e.g. Xero, Quikbooks

Introducing accounting software after you’ve started using your bank account is PAINFUL (I know, I’ve been there!).
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Although it may cost you a few pounds each month at the start, it will save you many many hours later on. Even if you’re not generating income yet.
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  • find out where your initial funds are going

  • keep track of the money you’re putting in and getting out

  • understand finance basics such as Profit and Loss and the Balance Sheet

#5: Task Manager e.g. Todoist, Asana, Notion

Many people work off paper task lists and that works up to a point. But it's not scalable. Instead try a software task manager:

  • share tasks with others

  • easily prioritise

  • view only the current important work on your plate

Other notable mention:

Deal sourcing software e.g. Property Filter

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