Resource Hub

Everything You Need to Launch, Grow, and Scale Your Private Lending or Real Estate Business

Welcome to the official Smart Money Blueprint Resources Hub — your go-to list of trusted tools, platforms, and services that we personally use and recommend to help you build a profitable private lending, brokering, or real estate investing business.

 

Whether you’re just getting started or looking to streamline and scale, these resources are handpicked to save you time, increase your deal flow, and help you close more loans faster.

 

Private Lending Tools
Sales, CRM & Automation Tools
Business Setup & Admin Tools
Education & Business Growth

 

Private Lending Tools

Get real-time data, run comps, and manage your real estate deals with confidence.

  • Lendingwise – Automate & scale your lending business with our CRM, loan origination software & loan servicing software

Sales, CRM & Automation Tools

Manage leads, follow up like a professional, and automate your entire customer journey.

 

  • GoHighLevel – Our #1 recommended CRM and funnel builder. Automate everything from lead gen to nurturing.

  • Mailchimp – Email marketing made simple. Great for nurturing real estate investor leads.

  • SimpleTexting – A texting service designed to help small businesses win.

Business Setup & Admin Tools

Simplify how you organize, protect, and grow your lending business from day one.

  • Xero – Track business income, expenses, and taxes like a pro.

  • OnPay – Payroll, contractor payments, and employee onboarding made easy.

  • Google Workspace – Get a branded business email and access tools like Docs, Sheets, and Drive.
  • A2 Hosting – The premium hosting services you need to build a fast and successful website. Get started with web hosting in just minutes.
  • Trainual – Get everyone on the same page with an all-in-one employee training platform — built to document faster, drive consistency, reduce costly mistakes, and make trusted answers easy to find. 

Education & Growth

Courses, books, and platforms that will deepen your knowledge and accelerate success.

 

Note: All tools listed here are affiliate links, which means we may earn a small commission if you choose to purchase through our links — at no extra cost to you. We only promote what we know works.

Learn More About Smart Money Blueprint

Volume 1: Everything You Need to Know About Private Loans and Hard Money Lending

Volume 2: How to Build Your Business

Volume 3: How to Qualify a Deal and Submit a Loan

Volume 4: How to Hack Money to Start, Grow, and Scale Your Real Estate Portfolio

“As a licensed realtor, I didn't realize the money I left on the table each time I worked with a RE investor. For the same work that I would do anyway, I have now created a supplemental business to add extra income to each one of my investor closings by following the Smart Money Blueprint. Additionally, I know my clients are going to receive excellent service, I provide more value by understanding how to manage investment transactions, and I have more control over the outcome of the financing instead of it being a black box that I hope works in our favor. The Smart Money Blueprint has transformed the way I do business.”

Lauren Lockett