Case Process

From intake to partner review.

Every Northgate engagement moves through a defined sequence. Operators and partners share the same view of the situation at every step.

  1. I

    Confidential Intake

    Business owner submits company, owner, revenue, banking, and operating information through a secure intake link with controlled expiration.

  2. II

    Capital Exposure Mapping

    Known positions, lender obligations, daily and weekly payments, balances, documents, and legal notices are organized into a complete exposure profile.

  3. III

    Document Vault Assembly

    Bank statements, contracts, payoff letters, identification, entity documents, and supporting records are uploaded and categorized in the case vault.

  4. IV

    Internal Package Review

    Northgate reviews package readiness, missing items, business viability, and partner submission requirements before any external action.

  5. V

    Partner Submission

    Completed packages may be submitted to an approved partner for review, subject to written authorization and required documentation.

  6. VI

    Ongoing Coordination

    Northgate tracks partner updates, additional requests, follow-up requirements, and future review opportunities throughout the case lifecycle.

Engagement

Ready to begin a structured review?

Northgate reviews each inbound case for documentation quality, business viability, urgency, and partner suitability.