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Genie Investments CRM Term Sheet To Loan Closing Processing
Below Are Business Accounts That Have Been Sent A Term Sheet But Have Not Yet Activated Their Account.
STEP 1: Below Are Business Accounts That Have Requested Deposit Assistance. These Accounts Will Remain Here Until They Have Uploaded Their DD Agreements & Have Uploaded Their Fee Wire Confirmation.
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Click here to load this Caspio Online Database.
STEP 2: Below Are Business Accounts That Need To Upload Their 90 Day Bridge Loan Executed Agreements & Their Bridge ICA Wire Confirmation. All Businesses Will Remain On This Step Until Genie Has Confirmed Receipt Of Their Executed Bridge Loan Agreement & Their Bridge ICA Wire Has Been Confirmed As Received By Genie.
STEP 2: Below Are Business Accounts That Are Providing Their Own ICA Deposit. These Accounts Will Remain Here Until They Have Uploaded Their ICA Wire Confirmation & Their Executed Loan Documents. All Business Account Will Remain On This Step Until Genie Has Confirmed Receipt Of All Needed Materials & Confirmed Receipt Of ICA Wire.
Click here to load this Caspio Online Database.
Click here to load this Caspio Online Database.
STEP 3: Below Are Business Accounts That Need To Upload Their Required Documents & Materials.
STEP 4: Below Are Business Accounts That Are Filling Out & Completing Their Business Profiles. All Businesses Will Remain Here Until Genie Has Confirmed That Their Profile Is Complete.
Click here to load this Caspio Online Database.
Click here to load this Caspio Online Database.
Below Are Business Accounts That Have Completed All Processes & Are Waiting For Their Loans To Close.
Click here to load this Caspio Online Database.