Planning (2)
Application/Intake

KYC Improvements

Application/Intake

KYB Improvements

In Progress (2)
Application/Intake Closing/Funding SBA Underwriting

Enhanced Document Listing & Checklists

Released (7)
Application/Intake Closing/Funding Underwriting

Referral Partner Portal

Application/Intake Closing/Funding Underwriting

Capture Certificate of Completion for Electronic Signatures

Application/Intake Applicant Portal

Improving Leads & the Intake Process

Administration Security

Single Sign-On

Application/Intake

Automatic Lead Owner Assignment