All cases
New
Case
Type
Space
Assignee
Due
Vela: partner portal login errors
Case Management
Vela Health
Sam Ostrander
Tomorrow
Desert Ridge Dental: /patient-info/financing
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Pine Hollow Dental: /carebridge
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Prairie Smiles: /financial/external-payment-plans
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Bayfront Dental: /carebridge-financing
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Northside Dental Studio: /pages/financing
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Riverbend Family Dental: /affordability-financing
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Valley Oak Dental: /about/financing-options
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Harbor Lifestyle Dentistry: /carebridge
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Trailside Dental: /patient-resources/financial-options
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Mesa West Dental: /carebridge-dental-financing
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Mesa East Dental: /affordable-dental-care-with-carebridge
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Franklin Mountain Dental: /carebridge-dental-financing
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Magnolia Dental Center: /financing-payment-options
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
Bright Path Dental: /dental-financing
Marketing Review
CareBridge Finance
Morgan Hale
Tomorrow
HomeTab: late fee change ($15 to $25)
Change Management
HomeTab Pay
Morgan Hale
Oct 21
TILA disclosures: CareBridge, October
Monitoring and Testing
CareBridge Finance
Priya Desai
Oct 24
In review
Case
Type
Space
Assignee
Due
Solstice: installer flyer: solar loan rates
Marketing Review
Solstice Loans
Morgan Hale
Tomorrow
CareBridge: Marketing Compliance Policy v3
Document Review
CareBridge Finance
Morgan Hale
Tomorrow
HomeTab: app store listing update
Marketing Review
HomeTab Pay
Morgan Hale
Oct 14
Request 16: partner oversight files for HomeTab
Sub-task
Old Hickory Bank
Morgan Hale
Oct 14
HomeTab: BSA/AML Policy annual review
Document Review
HomeTab Pay
Nadia Quinn
Oct 16
Credit policy addendum
Sub-task
Solstice Loans
Morgan Hale
Oct 17
Meridian: Commercial Card Program Policy annual review
Document Review
Meridian Commercial
Morgan Hale
Oct 17
Remediate 37 customers
Sub-task
CareBridge Finance
Morgan Hale
Oct 17
Request 14: complaint logs by partner, Jan–Sep
Sub-task
Old Hickory Bank
Morgan Hale
Oct 17
Solstice: new product: battery storage loans
Change Management
Solstice Loans
Morgan Hale
Oct 20
Adverse action: HomeTab, October
Monitoring and Testing
HomeTab Pay
Priya Desai
Oct 21
Q3 board report: compliance
Case Management
Old Hickory Bank
Morgan Hale
Oct 21
HomeTab: notifications of action taken omit the statement of specific reasons
Issue Management
HomeTab Pay
Morgan Hale
Oct 28
Annual compliance audit: 2026
Audits
Old Hickory Bank
Morgan Hale
Nov 5
FDIC compliance exam: January 2027
Case Management
Old Hickory Bank
Morgan Hale
Jan 11
Waiting
Case
Type
Space
Assignee
Due
Vela: email: new patient promotion
Marketing Review
Vela Health
Tom Becker
Oct 4
Meridian: Q3 program performance report
Case Management
Meridian Commercial
Grace Lin
Oct 10
Root cause: Reg E notice timing
Sub-task
CareBridge Finance
Erin Walsh
Oct 10
Request 17: complaint logs and responses, Q3
Sub-task
Old Hickory Bank
Priya Desai
Oct 11
Solstice: Complaint Management Policy v4
Document Review
Solstice Loans
Solstice Loans Board
Oct 11
Solstice: September complaint log
Case Management
Solstice Loans
Mark Ellis
Oct 11
Update TILA disclosures for battery loans
Sub-task
Solstice Loans
Mark Ellis
Oct 16
Request 15: customer counts by partner, month-end
Sub-task
Old Hickory Bank
Sam Ostrander
Oct 17
Launch marketing pieces
Sub-task
Solstice Loans
Mark Ellis
Oct 18
CareBridge: Reg E error-resolution results notices sent late
Issue Management
CareBridge Finance
Erin Walsh
Oct 30