Lisa Rodriguez
Mar 15, 1985
l.rodriguez@email.com
555-123-9876 (Mobile)
Nov 15, 2023
Application rejected
Not provided
Lisa Rodriguez
789 Business St.
Miami, FL 33101
No additional notes provided
$0.00
$0.00
0.00%
Uploaded by Lisa Rodriguez on 11/15/2023
Rejected - Insufficient documentation
Reason: Income verification documents do not meet minimum requirements.
Required: Updated tax returns and bank statements for the last 2 years.
Jane Cooper
Compliance Officer
"Application rejected due to insufficient income verification."
"Requested additional documentation from applicant."
Omar Carder
Wealth Manager