Meridian Bank

Retail Lending — Digital Origination

Application LOAN-2026-00126   DOCUMENTS PENDING

Mohit sdfsdf · customer CUST-10248 · submitted 2026-08-27T09:08:46+00:00 · demonstration path C (Human-in-the-loop referral)

$25,000 Requested 24 Months 0 Documents in 4 Outstanding

Documents

What we need, and what we have verified so far.

Social Security cardoutstanding
Latest salary slipoutstanding
Last 6 months bank statementoutstanding
Address proofoutstanding

Submit documents

Upload through the portal, or send them to us by email — either channel feeds the same workflow.

Email lands in the bank's Outlook mailbox and is picked up by the ingestion workflow, which has to work out which application it belongs to.

Generated documents

Nothing generated yet.

Messages from Meridian Bank

No messages yet. The workflow writes here when it emails you.

Progress

Every step, as it happened.

  • 2026-08-27T09:08:59+00:00
    Correspondence Sent
    workflow · SendGrid
    Meridian Bank - documents needed for your loan application
  • 2026-08-27T09:08:46+00:00
    Initial Validation Completed
    workflow · LOS
    passed
  • 2026-08-27T09:08:46+00:00
    Crm Application Created
    workflow · CRM
  • 2026-08-27T09:08:46+00:00
    Crm Customer Upserted
    workflow · CRM
  • 2026-08-27T09:08:46+00:00
    Application Submitted
    customer · Mantle form
    form submission