Solstice Loans

Partner program · 2 members

MBPN

4

Runs in progress

2

Awaiting you

3

Reports

88

Vault files

Cases

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Solstice: installer flyer: solar loan rates
Solstice Loans
Tomorrow
Solstice: new product: battery storage loans
Solstice Loans
Oct 20
Update TILA disclosures for battery loans
Solstice Loans
Oct 16
Credit policy addendum
Solstice Loans
Oct 17
Launch marketing pieces
Solstice Loans
Oct 18
Solstice: Complaint Management Policy v4
Solstice Loans
Oct 11
Solstice: September complaint log
Solstice Loans
Oct 11

Workflows

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Name
Run
Outcome
Status
Due
Actions
Q3 Adverse Action Review
Oct 1, 2026
—
In progress
6d
Identity Theft Prevention Program · review
Oct 1, 2026
—
Awaiting you
4d
Auto loan campaign · highway creative
Sep 29, 2026
—
Awaiting you
2d

Vaults

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Vault
Files
Ready for review
Open
Policies
1
—
Regulatory Programs
4
2
Screening Procedures
2
—

Reports

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Acknowledgment statusRuns Mondays · last ran Oct 5CompletedPolicy reviewRuns Mondays · last ran Oct 5Completed

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