Preparing for Business: An Overview of Your Pipedrive CRM

Marketing and Prospecting in the notes business tends to be a one-on-one task and you will need a quality CRM (Contact Relationship Manager to help with this job.  We recommend Pipedrive™ for the job due to its high capabilities and extremely low cost ($12 per month)

List Building

To succeed at notes, you must build and manage targeted "suspect" lists of...

  • NOTE HOLDERS:  Known individuals holding notes
  • SELLERS OFFERING OWNER FINANCING:  These are notes in the making
  • FSBO SELLERS:  Many "For Sale By Owner" sellers end up taking back paper
  • ANNUITY RECIPIENTS:  Those receiving monthly payment from structured settlements, gaming awards, and other annuities
  • PLAINTIFFS:  Those involved in product liability, wrongful death, and personal injury claims
  • HEIRS:  Those waiting to receive funds from an estate in probate
  • BUSINESS OWNERS:  Business owners in need of financing (if you are involved in factoring and commercial finance)
  • REFERRAL SOURCES:  One of your most important tasks, building relationships with real estate professionals, title agents, attorneys, accounting professionals, etc.


When someone on your lists responds to a mailer, completes a form on your website, requests additional information from a telephone call, then prospecting begins.  Over time (if you intend to be successful as a note broker), your lists of "suspects" will grow into the thousands.  To manage and track your prospecting efforts with list of such size, you will need a CRM such as Pipedrive™.  Find out more regarding prospecting and your note business here.

Pipedrive Overview (10 Videos) 30 Day FREE Trial

Find out more about Pipedrive and how it can manage your note business by viewing the videos below.  Each will load automatically when the previous finishes.  Then, complete the form to send DataMax an email and request a FREE 60 day trial for Pipedrive.  Just supply us with your name and email address.  We will submit your name and you will receive an invitation to try Pipedrive for 60 days FREE of charge.