The CRM built for real estate note brokerage
MyNoteOpps keeps the whole note deal in one workspace: who to call today, what to say, what the note is worth under each structure, which investors fit, and what's still missing before closing.
No sign-up · Opens with labeled sample records · Your edits stay in your browser
Screens are from the real CRM, shown with its sample records and fictional people. Lead sources are labels you set on each contact, not live connections to Google or LinkedIn.
Follow one note
Scroll through one deal. Every screen is the real MyNoteOpps CRM with its sample records: a fictional seller, Taylor Brooks, and a $148,500 note on 124 Cedar Lane in Charlotte.
01 · Calls & messages
The call opens with a goal, a word-for-word opening and the 13 quote questions. Log how it went, and MyNoteOpps sets the next call: step completed moves to the offer call in 1 day.
Open Calls & messages02 · Note worksheets
People and motivation, property and sale, payments, liens and diligence, quote and costs. Anything you don't have yet stays marked as not entered, and entry stays separate from verification.
03 · Analysis & offers
Every option recalculates from the same inputs, so you can see what each one means for the seller.
Seller net proceeds for the sample note. Illustrative, from its sample inputs.
Open Analysis & offers04 · Investor fit
Each investor's stated criteria are checked against the note: geography, collateral type, balance range, LTV limit and seasoning. Anything nobody has confirmed stays marked Unknown.
Open Buyers & investors05 · Diligence & closing
Ownership, the note and security instrument, payment history, title, valuation and payoff statements each move from Not requested to Reviewed, next to the settlement estimate for the note.
Open Diligence & closingsThat's the whole deal, in one workspace. Try it with the sample records, then add your own.
Open the CRMBuilt around the note business
Unpaid balances, partials, balloons, payment rights and seasoning are part of the record here, not custom fields you have to build yourself.
01 / Solo
You make the calls, run the numbers and chase the paperwork. Start the day with what's due and the open questions on every note, on one screen.
02 / Pricing
Compare structures, save quote versions and check a note against stated investor criteria before you put it in front of anyone.
03 / Outreach
Bring your contacts in by CSV, work each day's calls with scripts, and let every outcome set the next callback for you.
The follow-up playbook
A holder who says "not now" may still hold the note in three months. The call desk keeps them on your list, with the script for where they are and the date to call again.
01 First call
Build rapport, ask the 13 quote questions, send the fee agreement.
Then: offer call in 1 day
02 Offer call
Send the NDA first, then the written offer with 2–3 options.
Then: follow-up 7 days after the price letter
03 Price letter follow-up
Confirm they received it, answer questions, ask which option works.
Then: long-term follow-up in 3 months
04 Long-term follow-up
Check whether they still hold the note and offer an updated price.
Then: every 3 months until they sell or opt out
You dial from your own phone and log the result. MyNoteOpps doesn't place calls or send messages today.
Everything in one workspace
Six of the screens that carry a note from first conversation to closing file. Each link opens the live CRM with its sample records.
Conversations
Who to call today, what to say and when to call back, with call history on each note holder.
Open this toolPricing
Full, partial and split structures, a payment schedule, a seller quote and saved versions of each quote.
Open this toolPlacement
Keep investor criteria on file and see which ones a note passes, fails or hasn't been confirmed against.
Open this toolDiligence
Track each piece of evidence by status, tied to the note, alongside the settlement estimate.
Open this tool
Insights
Pipeline balance by stage and lead sources, with a pipeline export. Earned revenue stays blank until closings are verified.
Open this tool
Follow-up design Drafts only
Lay out follow-up as trigger, action, wait and decision. Workflows are drafts for now and send nothing.
Open this toolYour whole book, one board
The story above follows one note. This is what you see every day: all of them, by stage, with the balance in each. Pick a stage to see what happens there.
No sample notes here yet
A new note arrives with its seller and lead source. Fill in the worksheet as you learn more; blanks stay marked until someone enters them.
Run the structures against the seller's cash need, then save a quote version so you can see what changed later.
Check the note against each investor's stated criteria. Anything unconfirmed stays visible as your next question.
The written offer is with the holder. Log the offer call and the follow-up lands on your list.
Evidence moves from requested to received to reviewed. Anything that doesn't check out gets marked as an exception.
The settlement estimate sits beside the file. Funding stays unconfirmed until actual closing records say otherwise.
Example board with fictional sellers and sample balances, totaling $752,500 in unpaid principal.
How it treats your numbers
A note deal runs on what's been verified, so the CRM keeps that line visible instead of filling gaps with confident numbers.
An investor criterion nobody has confirmed reads Unknown, never Pass.
Balances are labeled as reported, and marking a document Received doesn't mean it's been reviewed.
Prices come from deterministic calculations you can trace to your inputs, with no AI-generated arithmetic.
Settlement figures are conditional, and earned revenue stays blank until a closing is verified.
Clear answers
What it does, what it doesn't do yet, and where your data lives.
People who broker or buy real estate notes: solo brokers, small note-buying shops, and anyone working a list of note holders.
It's built around the note, not a generic deal. Each record carries the unpaid balance, payments, balloon, liens and collateral value. It prices full, partial and split purchases, checks investor criteria and tracks diligence evidence.
There's no sign-up, and there are no paid plans today. Open the CRM and it starts with clearly labeled sample records you can edit or reset.
In your browser's local storage on the device you're using. There's no server copy or sync, so your records won't appear on another device, and clearing your site data removes them. Use the CSV exports to keep your own copy, and avoid using it on a shared computer.
Not today. It gives you the scripts, the call list and the callback dates, and you dial from your own phone. Email, text, e-signature and document storage connections show as not yet set up, and automation workflows are drafts that send nothing.
Not today. You tag each contact with where it came from, and Reports counts them by source. Leads don't flow in from those platforms automatically, so add them by hand or import a CSV.
Not yet. It tracks which documents have been requested, received and reviewed for each note, but it doesn't hold borrower files. Keep those in your own secure storage.
Not yet. Each browser has its own separate records, and there are no user logins or roles today.
No. Figures are estimates from the inputs you enter, and status tracking doesn't certify any evidence. Licensing, calling and consent rules vary, so check with your own legal, tax and closing professionals.
Your next note holder is on a list somewhere
Open the CRM, look around with the sample records, then add your first note holder. Nothing to install and no account to create.
