CareBridge Finance

Partner program · 6 members

MBPNDOLO+2

1

Runs in progress

1

Awaiting you

0

Reports

5

Vault files

Cases

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CareBridge: Marketing Compliance Policy v3
CareBridge Finance
Tomorrow
CareBridge: Reg E error-resolution results notices sent late
CareBridge Finance
Oct 30
Root cause: Reg E notice timing
CareBridge Finance
Oct 10
Remediate 37 customers
CareBridge Finance
Oct 17
TILA disclosures: CareBridge, October
CareBridge Finance
Oct 24
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

Workflows

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Name
Run
Outcome
Status
Due
Actions
Consumer Credit Policy · change request
Sep 26, 2026
—
Awaiting you
3d
Loan Exception Procedure · draft
Sep 30, 2026
Approved
Completed
—

Vaults

All vaults
Vault
Files
Ready for review
Open
Policies
1
—
Loan Policies
3
1
Loan Procedures
2
—

Chats

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