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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 10/20/2021 4:13 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8367
Template/Type: Brandon Time
Title/Caption: Trailer Solutions and their bank lender
Start Date/Time: 11/18/2021 10:00 am
End Date/Time: 11/18/2021 10:45 am
Main Status: Active

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Notes:
Meeting with Trailer Solutions and a bank that will be handling some of their lending needs. Trailer Solutions has used adilas for years and years. They mostly use the CRM (customer relationship management) and document management pieces. They have some custom code and custom reports that help them run the pieces that they need to. Cory and I were on the meeting. There were two others from Trailer Solutions and two more from the banking entity. It was mostly a discover and general scope type meeting. We chatted back and forth and talked about what the final product would be and how to deliver that. There are still some unknowns, but making progress. They, the bank, did request a sandbox type account when we get to that point. We got some contact info, light marching orders, and setup some timelines. The details will be forthcoming from Trailer Solutions as to what they are really looking for. Right now, it is just in talk or concept mode.