|
Referral History (Sample)
|
||
|
|
||
| Status | Date | Loan Amount | Loan Purpose | Additional Notes | Submitted By | Estimated Date To Close | Agent Email | Link / Source |
| Referral Submitted | 11/28/05 11:14:25 AM |
$0 | NA | Client would like to accept credit and debit cards. She currently uses PayPal. She would like a call between 10am and 12pm today, if possible. | Alliance Employee | 02/06/05 | User | |
| Application Submitted for approval | 11/29/05 04:31:27 PM |
$0 | NA | Spoke with merchant and took application over the phone. Application is complete and has been submitted for approval. | Alliance Employee | 12/04/05 | User | |
| Application approved – awaiting installation |
12/02/05 01:54:09 PM |
$0 | NA | Received verification that the merchant has been approved. Awaiting installation confirmation. | Alliance Employee | 12/04/05 | User |