Cascade Charter Group
Tom Beaudry · Director of finance · Aviation
tbeaudry@cascadecharter.com · (206) 555-0129
CONTACTEDD. 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$2.1M
Expected residual$39,900
SourceOutbound
Idle6 days
NEXT ACTION
Book discovery call
This week
TIMELINE
Intro sent, opened twiceD. Whitfield
2026-08-24 11:00
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.
