Planning (2)
Application/Intake Closing/Funding Underwriting

Capture Certificate of Completion for Electronic Signatures

In Progress (3)
Application/Intake Closing/Funding SBA Underwriting

Enhanced Document Listing & Checklists

Application/Intake Closing/Funding Underwriting

Referral Partner Portal

Released (6)
Application/Intake Applicant Portal

Improving Leads & the Intake Process

General Updates

Task Views for Personal Dashboards

Administration Security

Single Sign-On

Application/Intake

Automatic Lead Owner Assignment