Video

Portal Operational Update - 5/20/21

Several important topics, some with firm and/or client action items were covered including:

  • Application Statuses for Error Applications
  • Agent Fee Payments and Processing (Specifically note the information on preparing for fee disbursement. ACH information must be in your firm’s profile by tomorrow, 5/21.)
  • More Information Needed Applications
  • Community Financial Institutions (CFIs) (Note, almost $5B in funding remains available through CFIs. Clients who need to submit new applications or who were unsuccessful with Hold Codes should apply before next week.)

Additionally, we answered new customer questions during the Q&A portion of the update.