Select accounting and bookkeeping firms have access to software like Quickbooks Online at a discount, and a few of them even pass those discounts along directly to the customer! 

Overall, the setup and funding process was extremely straight-forward and the customer service was great.  

"Cross selling" is _________________:a) When you go to your sales job wearing clothes more typically worn by the opposite gender.b) Just like it sounds: literally selling crucifixes. c) A strategy wherein a business strives to encourage existing customers to purchase adjacent products complementary to an item that the customer has already bought in a prior transaction, or is currently on the verge of purchasing.d) All of the above.

Despite multiple requests (and promises to do so in text messages) across the span of months, my partner never uploaded the relevant information on this client, including the invoices.

If you’re working with a community bank or a traditional lender, these issues may not be as relevant.

I'm Tom Pappas from Victoria TX, specializing in custom container homes.

Their customer service is great.

Please advise if I have missed anything or anything else you believe is relevant. 

To the greedy ones, don't get any ideas, just an example that a bank still has a duty to customers not to put them in a situation of having to deal with an untrustworthy party.

Here is a list of Construction, Rehabbing & Generic PM softwares that may be a good solution:Construction, Remodeling & House Flipping Specific PM Softwares BuilderTrend/Co-Construct - Home building project management software specifically built for custom home builders.