Hurdles with lenders

Well if anyone has this issue and wants to buy FileMaker, I'll do a GoToMeeting with you and set up the multi-party invoicing at the touch of a button.

Pete and Nathan,

I honestly never messed with ISN or Filemaker. I just use a simple MS Word template saved as a PDF. It's easy to manipulate and like Pete said, I don't need any extra programs to mess with. I've used MS Word for years so it's comfortable for me and easy to find/use anywhere should I be on vaca or visiting friends and family out of town. I'm not sure multiple formats would help me though in most of these situations. The stuff that typically needs altered is more content oriented. Adding signatures, changing dates, changing the party(s) being billed, ect.

Unfortunately Nathan, I think you're probably correct in regards to it just being a matter of the market I'm in. It's just part of doing business. They still haven't responded to my request for a quick sit down to get on the same page regarding what they want....although I'm not sure they know what they want. It's different everytime. So I think I'm going to add a $25 administrative fee the next time they ask me to change something on an invoice or report. That might bring them to the table.

Justin wrote:Pete and Nathan,

I honestly never messed with ISN or Filemaker. I just use a simple MS Word template saved as a PDF. It's easy to manipulate and like Pete said, I don't need any extra programs to mess with. I've used MS Word for years so it's comfortable for me and easy to find/use anywhere should I be on vaca or visiting friends and family out of town. I'm not sure multiple formats would help me though in most of these situations. The stuff that typically needs altered is more content oriented. Adding signatures, changing dates, changing the party(s) being billed, ect.

Unfortunately Nathan, I think you're probably correct in regards to it just being a matter of the market I'm in. It's just part of doing business. They still haven't responded to my request for a quick sit down to get on the same page regarding what they want....although I'm not sure they know what they want. It's different everytime. So I think I'm going to add a $25 administrative fee the next time they ask me to change something on an invoice or report. That might bring them to the table.

I'm not sure it will.

In Word you can set up fields and have the different variations of the invoice done I believe.

It probably won't have the desired impact but then maybe they'll just quit wasting my time with silly requests. My client is usually the buyer so I'm not necessarily concerned about making lenders happy. I've done my job and been paid so I can just walk away but I worry about the 2nd and 3rd order effects. It may delay closing for my clients, give me a bad name in the area for being hard to work with, ect. On a separate note, I see that the ability to update our profiles is working again so thanks for getting it squared away.

We should put the happiness of the client first place, each private lender will have their own way to earn from each deal regardless of emotional factor.

I also use ISN, modifying an invoice is easy.