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Run: Cash In Transit and Contract Funding Tracking Log

Track each retail contract from delivery to funded date, with stipulations, aging, and follow-up ownership in one log. Use it to spot stalled deals early and...

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Log Details

Log Date (required)

Date this log entry is created or updated.

Entered By (required)

Name or team identifier for the person entering the record.

Record Reference / Contract ID (required)

Internal contract or deal reference used for tracking.

Lender (required)

Select the lender responsible for funding this contract.

Contract Delivery and Funding

Contract Delivery Date (required)

Date the retail contract was delivered to the lender or funding queue.

Expected Funding Date

Projected date for funding if not yet funded.

Funded Date

Actual date the contract funded. Leave blank if not yet funded.

Funding Status (required)

Current status of the contract in the funding process.

Stipulations and Follow-Up

Are there outstanding stipulations? (required)

Select yes if any lender conditions are still open.

Stipulation Details

List the open stipulations and any missing documents or corrections.

Follow-Up Owner

Person or team responsible for resolving the open items.

Next Follow-Up Date

Date for the next check-in or lender follow-up.

Aging and Resolution

Days in Transit

Number of days from delivery to funding or current date if still open.

Aging Bucket

Categorize the contract by aging range.

Reason for Delay

Select all applicable reasons if funding is delayed.

Resolution Notes

Document final resolution, lender response, or next action taken.

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