Loans

Source: Grand SummaryUpdated Aug 10, 2026, 1:40 PM UTC · Read Aug 16, 2026, 5:29 PM UTC

Property

4115 Free Pike

Loan 10004413 · Kantor / GIC · Dayton, OH

Current statusDefaultedRecovery stageNot connectedForeclosure stage[Foreclosure Case] Defendant filed Answer to Complaint on 07/20/26. Court to set status conference. [Guarantor Case] Defendants filed Answer to Complaint on 07/20/26. Case Management Conference set for 08/11/26. Liquidation stageNot connected

UPB

$2.2M

Source: Grand SummaryWorkbook updated Aug 10, 2026, 1:40 PM UTCLast read Aug 16, 2026, 5:29 PM UTC

Operating Summary

Current situation

Next action

Owner

Due date

Blocking issue

Expected recovery

Best bid

Monthly carry cost

Cost of delay

Expected time to cash

Risk level

Confidence

Low — 31 of 209 fields available from connected sources (15%)

Timeline
Partial

Grand Summary is connected, and PipeDrive and LMS are each connected as a read-only snapshot (not live). SharePoint, Email, Recovery OS, AI, Payments, Documents, and Approvals are not connected — none of their events appear here.

  • Jun 21Loan originationGrand Summary(Loan_Origination_Date)
  • Jul 7LMS status: FUNDEDStatus Change((snapshot, not live))
  • Mar 12LMS status: FUNDEDStatus Change(39% complete (snapshot, not live))
  • Mar 14LMS status: FUNDEDStatus Change(100% complete (snapshot, not live))
  • Mar 23LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 14461)
  • Dec 11LMS status: FUNDEDStatus Change(68% complete (snapshot, not live))
  • Jan 9LMS status: FUNDEDStatus Change(72% complete (snapshot, not live))
  • Feb 28LMS status: FUNDEDStatus Change(97% complete (snapshot, not live))
  • Mar 25Last capital drawGrand Summary(Last_Date_Invested)
  • Jan 1Current maturityGrand Summary(Current_Maturity)
  • Apr 17LMS status: DEFAULTEDStatus Change(97% complete (snapshot, not live))
  • Apr 25LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 18151)
  • May 25LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 18312)
  • Jun 25LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 18547)
  • Jul 25LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 18682)
  • Aug 25LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 18864)
  • Sep 25LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 19107)
  • Nov 25LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 19373)
  • Dec 31LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 19523)
  • Jan 26LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 19748)
  • Feb 26LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 19887)
  • Mar 26LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 20024)
  • Apr 26LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 20176)
  • May 26LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 20315)
  • Jun 8Last analyst noteGrand Summary(Last_Note_Date)
  • Jun 26LMS legal-fee paymentLegal(Palumbo Legal fees Invoice # 20466)