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Olivia Reed
Westgate Branch | Northwind Financial Group
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Olivia Reed · 4 in queue
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NameServiceBooking StatusSegment
Sam Carter Returning Loan consultation Appointment 9:30 AM Arriving 3 min Small business View history ›
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‹Queue›Sam Carter
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Sam Carter Small business
Member since March 2019 · 23 visits on record · usually served at Westgate
VISIT HISTORYPREFERENCESMESSAGES
Visits in 2026
7
Average visit
14 min
Last outcome
Approved
Usual location
Westgate
Visit history
Every visit, every location
7 visits in 2026
DateLocationService AssociateTimeOutcome
June 12, 2026Westgate Equipment financingPriya Nair 18 minApproved ›
May 4, 2026Westgate Business checking reviewOlivia Reed 12 minCompleted ›
Counter notes · Olivia Reed · May 4, 2026
Reviewed both business accounts. Sam asked about financing a second delivery van, and about a mortgage on the building he leases. Printed a rate sheet at the counter and set a follow up for June 2026.
Follow up completed June 12, 2026 Prefers text updates Two documents captured
April 9, 2026Downtown Wire transferAna Ruiz 9 minCompleted ›
March 17, 2026Westgate Merchant services setupPriya Nair 21 minCompleted ›
February 26, 2026Westgate Payroll questionDaniel Ortiz 8 minQuestion answered ›
January 30, 2026Downtown Business credit cardAna Ruiz 16 minApproved ›
January 8, 2026Westgate Loan payoff quoteOlivia Reed 14 minCompleted ›
Recorded at the point of service, every visit, every location. Your team opens the whole relationship, not only today.