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Document Exceptions

Borrowers owe periodic financials and tax returns; the annual review can't complete without them. Rockne requests missing docs and tracks the ones that go stale — the single biggest driver of review backlog.

Current financials or tax returns requested from the borrower.Requested1Borrower non-responsive past the follow-up window — escalate.Overdue2Financials received and filed — the review can proceed.Received1
flowapproved / fundedexception / returneddeniednloans in stage
Stage detail
  1. 1Requested

    Current financials or tax returns requested from the borrower.

    Exit: Docs received

  2. 2Overdue

    Borrower non-responsive past the follow-up window — escalate.

    Exit: Escalated or received

Outcomes
  • Received

    Financials received and filed — the review can proceed.

Requested1
Current financials or tax returns requested from the borrower.
DOC-1C&I Term
Grotto Coffee Roasters
$128,000
NDCU-CI-1132 · Food & Beverage
DSCR1.45Grade3
Covenant
Rockne
30%
3d
Sep 10
0
Overdue2
Borrower non-responsive past the follow-up window — escalate.
DOC-2C&I LOC
Fighting Irish Landscaping LLC
$185,000
NDCU-CI-1120 · Landscaping / Services
DSCR1.52Grade4
Covenant
EBEllen Brauer
20%
3d
Aug 15
0
DOC-3C&I LOC
Eck Stadium Concessions LLC
$96,000
NDCU-CI-1199 · Concessions / Events
DSCR1.27Grade4
Covenant
EBEllen Brauer
20%
3d
Aug 10
0
Received1
Financials received and filed — the review can proceed.
DOC-4CRE Term
St. Adalbert Parish
$1,087,500
NDCU-CRE-1042 · Parish facility & grounds
DSCR1.38LTV66%Grade3
Covenant
Rockne
100%
3d
0