Applicants
The Applicants page is your command center — every client you’ve submitted for funding lives here, with their current status, credit score, and funding details.Viewing Your Applicants
The table shows all your submissions with key columns:- Name — Client’s full name (click to open their detail page)
- Status — Current processing status (see quick reference below)
- Credit Score — Latest score from the credit pull
- Funded Amount — Total approved funding once complete
- Submitted — When the client was submitted
Common Statuses at a Glance
Here’s a quick reference so you know what’s happening without leaving this page:| Status | What It Means | Your Action |
|---|---|---|
| New | Just submitted, waiting for processing | No action needed — sit tight |
| Plan Needed | Processor is building a funding plan | No action needed |
| In Progress | Applications being submitted to lenders | No action needed |
| Additional Info Required | Processor needs something from you | Respond ASAP — open the client detail page |
| Approved | Funding approved by lender | Celebrate, then wait for disbursement |
| Funded | Money disbursed | Check your Clients page for the details |
| Declined | Lender declined | Review the detail page for next steps |
Filtering & Searching
Search
Type a name, email, or phone number to find a specific client instantly.Filters
- Status — Filter by processing status to focus on what needs attention
- Date Range — Filter by submission date to see recent or older submissions
- Score Range — Filter by credit score bracket to analyze submission quality
- Saved Filters — Save your frequent filter combinations for one-click access
View Modes
- Table View — Standard row-by-row list, great for scanning
- Grouped View — Group by status, score range, or other fields for a pipeline-style view
Column Customization
Click the column settings icon to:- Show/hide columns based on what you care about
- Reorder columns by dragging
- Adjust column widths
- Save your preferred layout (persists across sessions)
Client Detail
Click any applicant to view their full profile:- Personal information and contact details
- Credit report details with score breakdown
- Funding plans and current status
- Processing history and timeline
- Notes from the processing team
The processing team leaves notes on the client detail page when they need information or want to share context about a decision. Check these notes before reaching out with questions — the answer may already be there.
Frequently Asked Questions
How do I find clients that need my attention?
How do I find clients that need my attention?
Use the Status filter and select “Additional Info Required.” Or create a saved filter for it. These are the only clients that need action from you — everything else is being handled by the processing team.
Can I delete or cancel a submission?
Can I delete or cancel a submission?
You can’t delete a submission, but you can request cancellation by contacting the processing team through the client’s detail page. If a credit pull has already been completed, it cannot be reversed.
Why does a client show no credit score?
Why does a client show no credit score?
The credit pull may still be pending, or it may have failed (usually due to incorrect SSN or DOB). Check the client’s detail page for the report status and any error messages.
Related Pages
Submit a Client
Add a new client to your pipeline
Checking Status
Detailed guide to every status and what to expect
Clients
View only your funded and approved clients
Credit Reports
Dive into credit report details and score analysis