The Deal Source Dashboard
Welcome to the onboarding!
The below information will be used to customize your website and FIXnotes CRM.
The #1 Solution for Note Investors
Centralized CRM Built for Note Investors
Track leads, contacts, deals, and borrower/seller conversations in one place, built specifically for the mortgage note space.
Ready-to-Use Landing Pages for Every Client
Easily attract sellers, buyers, borrowers, and capital partners with professionally designed pages that convert, no coding required.
Integrated Consultation Scheduling
Let prospects book calls directly through your dashboard, streamlining lead capture and freeing up your time.
Automated Lead Capture and Follow-Up
Every landing page connects to your CRM, so inquiries are logged, tracked, and ready for follow-up, no more lost leads or sticky notes.
Tailored for Note Acquisition Workflows
From sourcing deals to selling paper, the dashboard mirrors how real note investors operate — making it faster to take action and close.
Grow Smarter, Not Slower
FIXnotes gives you the back-end tools, client-facing assets, and scheduling infrastructure to look professional and scale confidently, even as a solo operator.
STILL NOT SURE?
Frequently Asked Questions
Everything note investors want to know about how the FIXnotes Deal Source Dashboard streamlines sourcing, scheduling, and scaling, all in one place.
What makes this CRM different from other platforms like HubSpot or Salesforce?
The Deal Source Dashboard is built specifically for mortgage note investors — not generic sales teams. It includes industry-specific fields, templates, and workflows for managing sellers, borrowers, buyers, and capital partners — all in one place.
Do I need to be tech-savvy to use the dashboard?
Not at all. FIXnotes is built for usability, no coding, complex integrations, or confusing menus. If you can check email and book a Zoom call, you can run your entire deal pipeline with this tool.
What kind of landing pages are included?
You get multiple professionally designed landing pages tailored for:
• Sellers looking to sell their mortgage notes
• Borrowers looking to resolve loans
• Investors wanting to fund deals
• Buyers looking to purchase notes
• + more depending on your business!
All pages are fully integrated with your CRM and calendar.
Can I schedule calls directly from the dashboard?
Yes. Your dashboard includes built-in calendar scheduling for consultations, discovery calls, or buyer/seller intakes. Appointments are automatically logged into your CRM and assigned to the correct lead profile.
Can this help me raise capital or work with JV partners?
Absolutely. FIXnotes includes dedicated workflows and pages for pitching capital partners or JV investors — complete with lead tracking, follow-up automations, and CRM tagging for investor readiness.
Is it customizable for my note business?
Yes. You can edit page text, add branding, upload your own forms, and tailor CRM tags and statuses to fit your acquisition strategy and workflow.
What if I already use another calendar like Google or Outlook? Will this cause conflicts?
No conflicts. The FIXnotes scheduling system is fully compatible with Google Calendar, Outlook, and most other calendar platforms. You can sync your existing calendar so appointments booked through the dashboard automatically appear on your primary schedule. This ensures you avoid double bookings and maintain a single source of truth for all your meetings.