After months of reassemble and some customization work, the property sold for a decent profit.

The PPM and Docs are customized for your project so you will need to have it outlined upfront on the structure and payout (is it pref equity, debt and the capital stack etc).

Another critical tool is a customer relationship management (CRM) system.

You are basically a retail customer at that point.

Many commercial leases have custom clauses. 

We appreciate you giving us the opportunity to review your property.Best regards,"I replied back asking for more specifics, wondering if it is the Milwaukee market, the Wisconsin market, the multi-family market, or the property itself, and I got crickets....At the very least, I should get better customer service explaining why.

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

They now use "Dave" to handle customer inquiries efficiently and promptly. 

The target customers are the unbanked and underbanked population, which is 30 million household in US.

This doesn't come cheap--these folks were making high six to seven figures depending on volume.We focused on lending to professional real estate investors--so our customers were frequent repeat borrowers.