IMO, you're playing with fire with formatted leases, as you have experienced.

I know my banker always loves it when we give him everything at once and its always a clean simple organized format.1) Generala) summary of propertyb) leasesc) documents from Realtor2) Member 1a) All Financialsb) Pay Stubsc) Taxes3) Member 2a) All Financialsb) Pay Stubsc) TaxesAppendix A: Car Values (we had no loans on cars)Appendix B: Current Construction in Progress (I was building a garage so had lots of large transactions coming out of my bank account, so I explained it)Appendix C: Detailed Info on Consulting I was doing, since no one ever understands it

Currently I'm with Vista Print but the list is long I just prefer the timeliness of the mailings, good prices, lots of formats to pick from, and good site to track orders and edit postcards with Vista Print at the moment.

Once you find a format that works, you can print them as needed or go to VistaPrint.Don’t dwell on this.Jeff

First meeting is as follows: Thursday, April 17th 2014 @ 8pm WHERE: Dunkin Donuts Conference Room 9740 Griffin Road, Cooper City (Davie), FL 33328 tel. 954-916-7200 TOPICS: (1 hr time plan): - Introductions - Goals, volunteers, & format of meeting

The reviews on the Neat system are not as good overall, and my understanding is that it uses a propriety format, so that without the system, you can't access your docs.

But, this particular banker only asked for the basics (but very thorough) and she was very interested about my history and plans for the future.If anyone has any "red flags" or "best bets" that I should be aware of I'm all ears.Thanks in advance and hopefully this little post is formatted in an understandable manner-MF

I'm glad you like the format!  

If you search BP you can find cost estimate worksheets in excel formats.  

That would be great to get your information is it e format.