Real Estate Rookie She Built an Entire Real Estate Portfolio in Just 2 Years with THESE Tools
Jan 28, 2026
Jamie Banks, a real estate investor who built a cash-flowing rental portfolio in two years, explains how systems, SOPs, and tools like monday.com helped her scale. She discusses centralizing records, automating maintenance and workflows, and using Loom, Scribe, and AI to create procedures. Practical tips on when to build SOPs and how to iterate for faster, less chaotic growth.
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Consolidate Payments And Communication
- Consolidate tools and channels to eliminate chaos from multiple payment and communication methods.
- Use one payment system and one communication hub so you can quickly recall who to pay and how to contact vendors.
Use Loom, Scribe And AI For SOPs
- Create SOPs for recurring tasks using Loom, Scribe, and ChatGPT to speed production.
- Record screen or video first and then refine the text with AI into a readable SOP format.
Start With A Centralized Master List
- Start with a single centralized system of record like a Google Sheet to list tenants, properties, and key contacts.
- Keep this master file simple and expand it as your portfolio grows to avoid lost details during acquisitions.