Good morning.
Here is a summary of your current application and account status.
Credit Requested
—
No application submitted yet
Collateral Account Balance
—
Not yet configured
Pending Documents
0
No documents requested
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Application Status
No application on file
Your application timeline will appear here once you submit your credit application.
Pending Documents
No documents requested.
Quick Actions
Credit Application
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Step 1Personal Info
Step 2Business Info
Step 3Credit & Collateral
Step 4Review & Submit
Business Information
Entity
Financials
Status Tracker
Full history and progress of your credit application.
Your application has been received and is currently in the review queue. You will be notified as it progresses through each stage.
Timeline
Submit your application to begin tracking.
Application submitted
May 18, 2026 · 9:14 AM
Received and confirmed
May 18, 2026 · 11:30 AM
"Initial documentation received. Pre-analysis has begun."
Initial documents verified
May 20, 2026
Credit & collateral analysis
Since May 22, 2026
Pending: Tax Return 2023 and Lease Agreement needed to finalize review.
4
Credit decision
Pending
5
Document signing & disbursement
Pending
Application Summary
Amount Requested—
Purpose—
Collateral—
Submitted—
Pending Documents
Tax Return 2023
Lease Agreement
Collateral Account
Balance and transactions for your cash-secured account.
Business Checking · BofA
Available Balance
$—
Account
4821
Bank
Bank of America
Purpose
Cash Collateral — SBA
Status
Active
This account is pledged as collateral linked to your credit application. Any deposit or withdrawal activity is reflected here in real time. Contact your advisor before making changes.
Transaction History
No transactions yet.
Balance Detail
Current Balance—
Total Deposited—
Total Withdrawn—
Linked Application—
Account TypeCash Collateral
StatusNot yet active
Account Actions
My Documents
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Requested Documents
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Federal Tax Return 2023
Commercial Lease Agreement
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Submitted Documents
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