Remember: Your Portal is Where Your Client Status Will Be

A. B. Nicholas Support

A. B. Nicholas Support

Founder and partner, A. B. Nicholas Securities Finance.

From now, all LeverageLine and GemLine transactions will be entered into the agent’s portal page with all pertinent information from the client’s term sheet: Total Estimated Portfolio Value, Loan-to-Value, Interest Rate, and Estimated Fee Totals. In addition, each entry shows how the transaction is progressing – from receipt of application to opening of the line in a graphic across the top of each entry.

To check the status of your transactions, simply log into your portal site and click on My Transactions. This is you one-stop area for staying on top of those transactions you have submitted.

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