Harbor & Vine Catering
Nina Vasquez · Owner · Food & beverage
nina@harborvine.com · (503) 555-0111
QUALIFIEDD. Whitfield
APPLICATION PROGRESS0 of 17 · Create account
01Create account
02Business type
03Business details
04Principals
05Processing profile
06Volumes & descriptor
07Fulfillment details
08Banking
09Documents
10Fees & terms
11Agreements
12Review & sign
13Completeness check
14Packaging & submission
15Underwriting review
16Decision
17Onboarding & go-live
DEAL
Monthly volume$60K
Expected residual$1,140
SourceInbound
Idle3 days
NEXT ACTION
Send application link
Today
TIMELINE
Qualification call, 22 minD. Whitfield
2026-08-28 13:15
Two locations, moving off a legacy terminal. Wants same-day funding.
Inbound from websiteD. Whitfield
2026-08-27 09:30
This is everything Agent Desk shows.
Stage, next action and what the merchant still owes. Documents, financials, underwriting notes and compliance findings sit outside agent scope, enforced at the row level rather than by hiding a link.
