Several factors indicate the company is not that concerned about efficiency or ease of customer process: the website, a process that seemed to focus on one issue at a time instead of all issues at once, and consistently poor communications and lack of common sense from the loan analyst we were assigned.It started off very well with the initial point of contact, Austin Lornson, who did a fine job of explaining the general refinancing process, responding quickly and thoroughly to our questions.

Don't try to get rich on one customer.

They’re requesting what feels like an unreasonable amount of information, and the demands keep escalating.So far, they’ve asked for:A video tour of my home officeCredit checks on me and my partnerCopies of the deeds for every property we ownA copy of my partner’s home lease and utility billsBusiness phone billsA signed letter from the bank verifying our accountsBank statementsHonestly, it feels more like qualifying for a loan than trying to become a customer.

Let me just lead with EXCELLENT customer service.

Once advanced at underwriting, you will start to build your own or customize one your using for your needs. 

I dont want to hear about you selling me your course or advice at a "new customer price" .

Unless Quickbooks has addressed the issue does not have a specific real estate module so you have to work around it using customers as properties and jobs as tenants.

With the limited access in Yardi, you won't be able to adjust account trees and create multiple customized financial statements. 

@Alecia Loveless  We plow AND salt , we dont give the customer an option . 

I am a satisfied customer.