Good morning, Morgan

Monday, October 12

Needs you

6

Overdue

0

Due today

2

Sent to you

14

Waiting on others

Due in the next 48 hours

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Marketing Review
Solstice: installer flyer: solar loan rates
Solstice Loans
Tomorrow
Desert Ridge Dental: /patient-info/financing
CareBridge Finance
Tomorrow
Pine Hollow Dental: /carebridge
CareBridge Finance
Tomorrow
Prairie Smiles: /financial/external-payment-plans
CareBridge Finance
Tomorrow
Document Review
CareBridge: Marketing Compliance Policy v3
CareBridge Finance
Tomorrow

Waiting on others

With partners 8
Vela: email: new patient promotion
Tom Becker
9d
Update TILA disclosures for battery loans
Mark Ellis
3d
Launch marketing pieces
Mark Ellis
3d
Meridian: Q3 program performance report
Grace Lin
6d
Solstice: Complaint Management Policy v4
Solstice Loans Board
31d
CareBridge: Reg E error-resolution results notices sent late
Erin Walsh
22d
Root cause: Reg E notice timing
Erin Walsh
12d
Solstice: September complaint log
Mark Ellis
8d
With Old Hickory Bank 6
Request 17: complaint logs and responses, Q3
Priya Desai
5d
Vela: partner portal login errors
Sam Ostrander
2d
HomeTab: BSA/AML Policy annual review
Nadia Quinn
4d
Adverse action: HomeTab, October
Priya Desai
3d
TILA disclosures: CareBridge, October
Priya Desai
3h
Request 15: customer counts by partner, month-end
Sam Ostrander
9d

Policies

Privacy Policy v2
Vela Health
Review Sep 30
6 of 9 read
Fair Lending Policy v5
Old Hickory Bank
Review Oct 7
61 of 64 read
BSA/AML Policy v6
HomeTab Pay
Review Oct 16
31 of 31 read
Commercial Card Program Policy v5
Meridian Commercial
Review Oct 17
17 of 18 read
Third-Party Risk Management Policy v3
Old Hickory Bank
Review Nov 1
63 of 64 read
UDAAP Policy v4
Old Hickory Bank
Review Sep 2, 2027
58 of 64 read
Marketing Compliance Policy v3
CareBridge Finance
Review Sep 30, 2027
9 of 22 read

Spaces

CareBridge Finance19 open · 1 overdueSolstice Loans7 open · 2 overdueHomeTab Pay5 openMeridian Commercial2 open · 1 overdueVela Health2 open · 1 overdue