For example, bank accounts we control and specific investor capital accounts are all tracked in this same software.For our investor reports, each month we download spreadsheets, write a narrative for the month's performance and then export it all to a PDF.

And this should be a "living and working in ___ environment fit's good with my life" kind of things. 

Quote from @Alex Dixon: Ah great question - I had pulled this together to showcase some of the similar tools that sit within the same "capability".

The best advice on this topic, in my opinion, comes from 2 books:How to win friends and influence peopleNever eat aloneI am also looking for brokerages to work with or even experienced shadow / intern for to gain experience and additional knowledge.

There a few other advantages of this email method. 

I will be there, although can not make to this Nov. meeting.If you are in the KC area on the 10th of December, join us at the MAREI meeting at the Double Tree in Overland Park.

This is my first out-of-state BRRRR.

Judges hear this all the time and give little to said complaint.  

I haven't done much digging since this is normally a show stopper.

Hi Constancia - were you ever able to get more information on this lender?