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