NEW LOAN INTAKE
Capture terms and the closing-doc checklist the moment a loan is made; cross-checked against the Inv Tracker; converts into an app-managed loan.
Intakes
| Deal | Borrower | Loan Total | Hale Share | Tracker | Open Items | Status | Created |
|---|---|---|---|---|---|---|---|
| Pinecrest Living - pre-development line | Pinecrest Senior Living Investors LLC | $500,000 | $400,000 | NOT IN TRACKER | — | ABANDONED | 06/06/2026 |
| Atlas Storage - Clearwater expansion loan | Clearwater Self Storage LLC | $850,000 | $850,000 | NOT IN TRACKER | 2 — Not in Inv Tracker yet — add the row (or fix the name) (+1) | OPEN | 10/20/2025 |
| Harbor Lane Partners - Mill Street II bridge | Mill Street Residential II LLC | $1,600,000 | $1,200,000 | NAME MISMATCH? | 2 — Not in Inv Tracker yet — add the row (or fix the name) (+1) | OPEN | 10/02/2025 |
| Summit Packaging Term Loan | Summit Packaging Corp. | $1,500,000 | $1,500,000 | IN TRACKER | — | CONVERTED → | 09/29/2025 |