Northstar Accounting
Marcus Lee · APP-2026-1006
Document checklist
Change a status from the dropdown — it saves right away. Use Edit for dates and notes.
| Notes | Actions | ||||
|---|---|---|---|---|---|
| Business Tax Returns (3yr) | — | — | Follow-up call scheduled | ||
| Debt Schedule | Feb 10, 2026 | — | Document expired - replacement requested | ||
| Insurance Verification | Nov 7, 2025 | Nov 7, 2026 in 267 days | Document expired - replacement requested | ||
| Bank Statements (90 day) | Expired on Jan 13, 2026 — status was Approved | Oct 15, 2025 | Jan 13, 2026 expired 31 days ago | — | |
| Articles of Incorporation | — | — | Waiting on borrower | ||
| SBA Form 1919 | Dec 24, 2025 | — | Minor discrepancy noted | ||
| SBA Form 912 | Dec 11, 2025 | — | Minor discrepancy noted | ||
| Personal Tax Returns (3yr) | Feb 12, 2026 | Feb 11, 2029 in 1094 days | — | ||
| Business Financial Statements | Oct 12, 2025 | — | — | ||
| Ownership Verification | — | — | Waived per SBA guidelines | ||
| Business Licenses & Permits | Oct 23, 2025 | — | — |
Showing 1–11 of 11