We Simplify the Note Management Business

Portfolio Activity Center offers note investors a simple but effective way to ensure they have the foundation and systems to grow.

The Challenges

Note Investors, Can You Relate?

You’re a New Investor But….

  1. You don’t feel confident in your ability to grow
  2. You feel like you’re wasting time
  3. You lack clarity on what to do 
  4. You wonder why you got into this business in the first place

You’re an Existing Investor But….

  1. You know you need more investors and deals
  2. You’re struggling to scale
  3. You can’t keep track of your contacts
  4. You don’t have time to manage your growth

Rarely do investors have sufficient deal flow and money simultaneously. Managing these two growth vectors AND a note business can be completely overwhelming.

It’s Time to Change The Way You Manage Your Investments

Schedule a call with our team to see a personalized demonstration of our technology so you can manage your growth and your business from one dynamic platform.

How it works

Introducing Your Pathway to Scale

Are you managing more than three notes? Then it’s time to organize! When you sign up for PAC, we help you automate the basics so you can focus on growth.


Sign Up

Select one of our pricing plans that work for you (you can always upgrade later). Sign up for PAC and login to your Podio account to access your new workspace.


Organize & Store

Now, it’s time to get the basics out of the way. We streamline how your data is stored, where to put everything and make it easy to access important information when you need it.



With an automated data and task management system, it’s time to scale. PAC assists in all areas of your growth:

  • Lead Flow
  • Transactions
  • Status Reporting



PAC is here to grow with you. As you add on more and more clients, we have specific features tailored to your needs. Upgrade with other automation features, Zillow valuations, and more.

Find a plan that works for you!

One Platform, Endless Benefits

Administrative headaches are one main reason why investors struggle to scale. Beyond making management a breeze, PAC offers investors the ability to:


Passive Income

Grow with Confidence and Ease

Spend More Time on What They Love

Do more of what you love and leave the rest to us.

Ready to get started?

Have questions?