Hi @Frank-The Tank Vizcarra - Welcome! I suggest a free one-on-one for your LOA so I can walk her through our Skool resources. I'm also adding training videos to YouTube weekly and will be launching a coaching resource in January! You, or your LOA can book the One-on-One here: https://calendly.com/tressapope/loanassistantconsult Loan Assistant YouTube Channel: https://www.youtube.com/@loanassistantplaybook

@Barry Reiss - depends on your budget & what tools you're looking for. I first started out in Excel/Google Sheet. I also have worked at companies that provided a CRM for me...so was able to tinker around to figure out what features I wanted. I've used Jungo, GoHighLevel and currently am exploring FollowUpBoss paired with Leaf360. I'll you know how it goes! My past LOAs and Processors liked using Trello as their tool to manage the pipeline!

@Mariah Reck I'm happy you've joined us Mariah - I look forward to helping you reach your goals!!

@Manny Herrera I completely understand your dilemma, juggling daily life and side-projects. As you can imagine, since this is one of my side-projects (I'm a Loan Officer during the day)...I appreciate Community Members engaging with the content, instead of me asking for any compensation for the tools I'm providing. If I can help you with a one-on-one meeting, I am happy to make time for you! Your feedback is greatly appreciated as I continue to build this community 🙂 You can schedule a Zoom one-on-one here: https://calendly.com/tressapope/loanassistantconsult