public: true
Applicants
The Applicants page shows every client you’ve submitted for funding, with their current status and details.
Viewing Your Applicants
The table shows all your submissions with key columns:
- Name - Client’s full name
- Status - Current processing status
- Credit Score - Latest score (if report has been pulled)
- Funded Amount - Total approved funding
- Submitted - When the client was submitted
Filtering & Searching
Search
Type a name, email, or phone number to find a specific client.
Filters
- Status - Filter by processing status (New, In Progress, Approved, Declined, etc.)
- Date Range - Filter by submission date
- Score Range - Filter by credit score bracket
- Saved Filters - Save your frequent filter combinations for quick access
View Modes
- Table View - Standard row-by-row list
- Grouped View - Group by status, score range, or other fields
Column Customization
Click the column settings icon to:
- Show/hide columns
- Reorder columns by dragging
- Adjust column widths
- Save your preferred layout
Client Detail
Click any applicant to view their full profile:
- Personal information
- Credit report details
- Funding plans and status
- Processing history
- Notes from the processing team
Use the “Group By” dropdown to organize applicants by status. This gives you a quick pipeline view of where all your clients stand.
