Projects / Bancora Integration

Bancora Integration

At risk Shared

Close and launch the Bancora onboarding integration

Where this stands — Jul 8, 9:40am

The proposal is drafted and waiting on your approval (Task 1). Legal redlines have been with Laura Jiménez since Jul 6 with no response — that's the main risk; I'll nudge her tomorrow morning unless you'd rather I wait. Marco Del Toro expects the proposal by Friday Jul 10. Ana Reyes was sent a thank-you note Jul 7 (done).

Tasks 3 open · 1 needs you

View on My board

Needs you 1

Send Bancora integration proposal Bancora

Waiting on others 1

Loop in legal team on redlines Bancora

With legal since Jul 6

Yours to do 1

Follow up on redlines review Bancora

From Bancora sync, Jul 6

Done 1

MEETINGS

Jul 10 Proposal reviewupcoming

Jul 6 Bancora sync · 45 min

Jun 24 Kickoff · 30 min

View all (4)

DECISIONS

Jul 6 Proposal will include a phased rollout · Bancora sync Jul 6 Legal review required before sending · Bancora sync View all (2)

PEOPLE

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COMPANIES

Bancora View all (1)

FILES

Integration docs

Bancora Proposal Draft v3.docx

Data-sharing redlines v2.pdf

Kickoff notes.docx

View all (6)

YOUR NOTES only you

Jul 8 Time to standardize the workaround

Jul 1 Missing proof-of-income workaround