Company
Upgrade offices are is these cities
Phoenix
Montreal
SFO
The three type of investor groups are
Credit Unions
Banks
Private Investors
Squad lead for each squad
Squad B - Andrei
Squad A - ??
Squad C - ??
Squad A - Emma
Squad C - Pedro
Upgrade gets --- fees for each loan that is issued to the borrower
Origination
Upgrade card holder gets bitcoin for each ---
Payment made
Upgrade headquarters is in
SFO
Before an asset is allocated from issuing back to investor, its allocated to
Passthrough account
Our Product owner is
Stefany
Masterlines has sublines and sublines has ---
Draws
Paresh's last title before he became CTO
SVP
Upgrade has following products for consumers
Personal Loans
Upgrade Card
Rewards Checking
Bonus product: credit health check
Allocation types supported on investor platform
Standard policy
Special/turndown policy
Credit Unions policy
What is Pablo's area of speciality in investor area
CUs
Borrower bank accounts are verified through
GIACT or Finicity
Align 'know it all person' to their respective domain
Huabin Servicing
Shyam Performance
Tasneem PCL
Sai Core QA
David R Funnel
Aninda. Mobile
Jessica Deposit/RC
Ashneet ORS
Huabin PCL
Shyam Core QA
Tasneem ORS
Sai Deposit/RC
David R Mobile
Aninda. Performance
Jessica Servicing
Ashneet Funnel
Our CFO is
Jeff
Loans are disbursed to borrower by the issuing bank. The issuing bank is ---
CRB
BRB
Following members of our QA team are in Quebec
Navkaran, Priyanka, Seti
All borrower payments are first captured in ---
Spectrum
How many loans can be purchased or transferred for an investor in IMT in one go
5000
There are --- co-founders of Upgrade
5
How many cash summary statements and their names
cash summary purchasing statement
cash summary holding statement
cash summary servicing statement
Sort people based on time in investor QA team
Anjali
Gurpreet
Nani
Navkaran
Natasha
Pablo
Priyanka
Seti
Natasha
Navkaran
Seti
Pablo
Gurpreet
Priyanka
Anjali
Nani
Upgrade uses CRB's --- integration to send legal documents
ARIX
Loan is allocated to issuing bank for --- days before it can be allocated to investor
3