K
Live
ACH: ONLINEPLAID: ONLINEUCC: SYNC 2h
>
USER: CC-01SYS OK
PORTFOLIO$12.47M 0.84%·DEPLOYED MTD$3.21M 1.12%·COLLECT RATE94.3% 0.20pp·DEFAULT RATE3.8% 0.15pp·AVG FACTOR1.34 0.01·APPROVAL RATE51.2% 1.80pp·PROSPECT DB46,208 412.00·UCC FEED47 STATES 0.00·ACH RETURN2.1% 0.10pp·RENEWAL $$842K 4.10%·ISO PIPE$6.4M 0.60%·DIRECT CAC$487 3.20%·LTV/CAC8.4x 0.30·DSCR AVG1.42 0.02·PLAID CONN1,204 18.00·PORTFOLIO$12.47M 0.84%·DEPLOYED MTD$3.21M 1.12%·COLLECT RATE94.3% 0.20pp·DEFAULT RATE3.8% 0.15pp·AVG FACTOR1.34 0.01·APPROVAL RATE51.2% 1.80pp·PROSPECT DB46,208 412.00·UCC FEED47 STATES 0.00·ACH RETURN2.1% 0.10pp·RENEWAL $$842K 4.10%·ISO PIPE$6.4M 0.60%·DIRECT CAC$487 3.20%·LTV/CAC8.4x 0.30·DSCR AVG1.42 0.02·PLAID CONN1,204 18.00·
ATOM // PORTFOLIO // M-20043

Evergreen Trucking & Sons

Rebecca Hernandez · Bakersfield, CA · Grocery — Independent
Status
renewed
Advance
$156,548
Factor
1.445
Payback
$226,212
Collected
$223,950
Balance
$2,262
Term
154d · daily
Paydown
99%

Merchant Profile

Merchant IDM-20043
Channeliso
ISOISO-014
FundedJul 17, 2025
Phone(712) 791-7699
Emailaccounts+43@example.com
NAICS445110
Industry riskstandard
Positions (active)2
Owner FICO642
Monthly revenue$363,788
DDI (health)97 / 100

Deposit Health · 30 Day

Pulled via Plaid · continuous monitoring
Deposits 30d
68
Avg daily dep
$16,536
ADB
$65,482
NSF 90d
3

Payment History

Every ACH pull · 90 days shown
Success · 84Retrying · 3Returned · 3Collected $223,950 · Remaining $2,262

Communication Log

SMS · OUT
Payment reminder · $2,098 tomorrow
2026-04-17 14:20
EMAIL · OUT
Statement · April 2026 · PDF attached
2026-04-01 08:00
CALL · IN
Merchant confirmed bank update
2026-03-28 11:04
EMAIL · IN
Re: renewal offer — requested terms
2026-03-15 16:42
SYS ·
Funded $156,548
2025-07-17

Documents & Audit Trail

Signed contracts, disclosures, statements
SIGNED
MCA Agreement · signed
Jul 17, 2025
SIGNED
Personal Guarantee
Jul 17, 2025
SIGNED
ACH Authorization
Jul 17, 2025
SIGNED
CA State Disclosure
Jul 17, 2025
SIGNED
UCC-1 filing receipt
Jul 17, 2025
SIGNED
Bank statements (90d)
Jul 17, 2025
SIGNED
Government ID
Jul 17, 2025
SIGNED
Voided check
Jul 17, 2025
ATOM-01 · v1.4.2-demoRegion: US-EAST-1Runtime: Fluid Compute (Node 24)
Session: 02:14:0347 queries / 312ms avgMemory: 412 MB / 1 GB