THURSDAY, AUGUST 20
Good afternoon, David.
Here is what is happening across your referred loans.
!
One loan needs partner attention
Review request →NCG-1428 is waiting for an updated insurance declaration page.
LOAN PIPELINE
Your referred loans
LOAN / BORROWERFINANCINGSTATUSLAST UPDATE
NCG-1428Greenview HoldingsTampa, FL$425,000DSCR PurchaseUnderwriting!Today, 10:24 AMSynced from loan system→NCG-1419Oakline VenturesCleveland, OH$280,000Fix & FlipAppraisalYesterdaySynced from loan system→NCG-1397River North LLCChicago, IL$1,150,000Bridge RefinanceClear to CloseAug 18Synced from loan system→NCG-1372Suncrest Property GroupPhoenix, AZ$610,000DSCR RefinanceFundedAug 12Synced from loan system→PLAIN-ENGLISH DIGEST
View allLatest loan updates
10:24 AM
Underwriter reviewed the file
Income and entity documents were accepted. Two property-related items remain outstanding.
Yesterday
Appraisal inspection completed
The report is expected within 2–3 business days. No partner action is required.
Aug 18
Closing package in preparation
Title clearance was received and the closing team is coordinating the final signing window.
LendingWise→Loan data sync→Claude digest→Team approval→Partner portal
Internal notes, personal information and lender-only communications are filtered before an update is shown to a partner.
Portal prototype — sample names, amounts and statuses are fictional. Live data integration and partner authentication are not yet enabled.