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6 of 7 docs in
D+13 cycle
March 2026 close · activity
10 events
Apr 28 · 9:14 AM
Requested
· CloseDesk
· Email
Requested: March bank statement (Operating).
Apr 28 · 9:14 AM
System
· system
Auto-pull from Plaid failed — connection requires re-auth.
Apr 29 · 10:02 AM
Reminder
· CloseDesk
· Email
Reminder #1 sent to j.mariner@marinermarine.com.
Apr 30 · 8:30 AM
Reminder
· CloseDesk
· Email
Reminder #2 sent. SMS escalation queued for Friday.
Apr 30 · 2:11 PM
Client reply
· Joel Mariner
· Email
I'll have Susan pull it tomorrow. Sorry — slammed this week.
May 02 · 9:00 AM
SMS
· CloseDesk
· SMS
SMS reminder sent to +1 503-555-0142.
May 02 · 4:18 PM
Upload
· Susan Park
· Portal
Uploaded: Operating_Statement_March.pdf (3 pages)
May 02 · 4:18 PM
System
· system
Document classified: Bank Statement · Operating · March 2026. Linked to close cycle.
May 02 · 4:32 PM
Internal note
· Maya Cordero
· Internal
Noted Q1 wire transfer on p.2 — flag for reviewer.
May 03 · 11:05 AM
Reviewer
· Devon Park
· Internal
Reviewed. Cleared to package. Pushing to firm queue.