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PAD returned NSF — #1187
The Sep 30 pre-authorized debit of $3,146.50 for loan #1187 was returned…
9:12 AM
Priya Nair mentioned you
@Alex can you confirm the discharge figure Whitfield Law PC quoted…
8:57 AM
New portal request — payout statement
Karan Singh (#1098) asked for a payout statement as of Nov 1, 2026…
7:40 AM
Appointment requested
H. Kim requested a 30-minute virtual meeting on Thu, Oct 1 at 2:00 PM…
Sep 29, 6:05 PM
Commitment fee received
H. Kim paid the $6,100 commitment fee. The lead was converted…
Sep 29, 4:40 PM
New portal message
Samuel Oduya (#1204): I've uploaded the insurance certificate…
Sep 29, 2:18 PM
Task assigned to you
Daniel Brooks assigned you "Prepare renewal terms — #1098 K. Singh"…
Sep 28, 11:02 AM
Appointment confirmed
In-office meeting with Karan Singh on Fri, Oct 2 at 10:00 AM…
Sep 28, 9:30 AM
Client upload
Samuel Oduya uploaded Insurance_Certificate_2026.pdf for loan #1204.
Sep 27, 8:14 PM
AI credits running low
Your firm has used 85% of this month's AI credits…
Sep 25
Invoice available
Your September invoice is ready. Download it under Settings → Billing.
Sep 1
What's new: version 1.8
Payables & expenses, operating bank reconciliation and period close…
Aug 31
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PAD returned NSF — #1187
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