Under the Closings tab, the investor progress bar tracks investors across the six stages of progress:

The six stages of investor progress in Passthrough are:

  1. Unsent - The subscription agreement has not been sent to the investor

  2. Sent to investor - The subscription agreement has been sent to the investor. Once the investor has started the subscription agreement the status will update to

  3. Investor signed - The investor has signed the subscription agreement.

  4. Approved - An administrator has approved the subscription agreement

  5. Sent to countersigner - The subscription agreement has been sent to the countersigners(s)

  6. Fully executed - Everyone has signed the subscription agreement

Additionally, individual investor progress is shown on the investor table below the investor progress bar: Next to each investor's name in the Status column, you can view the individual stage they are in the Passthrough workflow.

Did this answer your question?