> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Claiming Work

> Learn how to manually claim unassigned funding submissions from the queue and begin processing them through the funding workflow steps.

# Claiming Work

## Manual Claim

1. On the **All Items** tab, find an unassigned submission
2. Click the **Claim** button on that row
3. Your name appears on the row and the item moves to your queue

## Pull Next (Recommended)

On the **My Queue** tab, click **Pull Next** to automatically claim the most urgent unclaimed item.

<Tip>Pull Next always picks the item with the worst SLA. This ensures the most time-sensitive work gets picked up first.</Tip>

## Processing a Submission

<Steps>
  <Step title="Open the Contact">
    Click the contact name to view their detail page
  </Step>

  <Step title="Review Credit Info">
    Check the credit report, scores, and any flags
  </Step>

  <Step title="Create or Update Plans">
    Add funding plans based on the client's credit profile
  </Step>

  <Step title="Update Status">
    Change the submission status as you progress: Plan Needed > In Progress > Complete
  </Step>

  <Step title="Add Notes">
    Document anything the next person needs to know
  </Step>
</Steps>

## Reassigning Work

If you need to hand off work to another processor:

* The admin can reassign from the Team panel
* Or unassign yourself and let another processor claim it