Case Management

New

Case
Space
Assignee
Due
Vela: partner portal login errors
Vela Health
Sam Ostrander
Tomorrow

In review

Case
Space
Assignee
Due
Q3 board report: compliance
Old Hickory Bank
Morgan Hale
Oct 21
FDIC compliance exam: January 2027
Old Hickory Bank
Morgan Hale
Jan 11

Waiting

Case
Space
Assignee
Due
Meridian: Q3 program performance report
Meridian Commercial
Grace Lin
Oct 10
Solstice: September complaint log
Solstice Loans
Mark Ellis
Oct 11