Pipeline
Everything you've referred, and where each one sits in the application.
LIVE MERCHANTS
1
OPEN DEALS
7
STALLED > 14D
1needs attention
PIPELINE RESIDUAL
$80,560/mo if all board
BY STAGE
Lead1
Contacted1
Qualified1
Applying1
Submitted1
Underwriting1
Approved1
Live1
STALLED — WORK THESE FIRST
Lumen Diagnostics
Priya Raghavan · Specialty & regulated
$95KAPPLYING19d
NEXT — Chase second owner IDOverdue
ALL DEALS17 APPLICATION GATES
Northgate Reagents Inc.
Marguerite Ellery · Specialty & regulated
$310KUNDERWRITING4d
NEXT — Follow up on underwriting questionsTomorrow
Ferris Freight Systems
Owen Ferris · Freight & logistics
$1.4MAPPROVED2d
NEXT — Schedule gateway integration callSep 2
Calder Mining Supply
Ruth Calder · Mining & heavy industry
$820KLIVElive
NEXT — 30-day check-inSep 14
Lumen Diagnostics
Priya Raghavan · Specialty & regulated
$95KAPPLYING19d
NEXT — Chase second owner IDOverdue
Rowan Construction Supply
Dale Rowan · Wholesale & B2B
$240KSUBMITTED9d
NEXT — Re-do: 6 items returnedThis week
Harbor & Vine Catering
Nina Vasquez · Food & beverage
$60KQUALIFIED3d
NEXT — Send application linkToday
Cascade Charter Group
Tom Beaudry · Aviation
$2.1MCONTACTED6d
NEXT — Book discovery callThis week
Pinewood Advisory
Sara Kohl · Professional services
$35KLEAD1d
NEXT — First contactToday