Checking Funding Status
Status Meanings
| Status | What It Means |
|---|---|
| New | Just submitted, waiting for processing |
| Plan Needed | Processor is reviewing, creating funding plan |
| In Progress | Applications being submitted to lenders |
| Additional Info Required | Processor needs more information from you |
| Approved / Lender Approved | Funding approved by lender |
| Funded / Completed | Money disbursed, processing complete |
| Declined | Lender declined the application |
| Closed | No longer being processed |
Where to Check
Dashboard
The Recent Activity table shows the latest status changes across all your clients.Applicants Page
The full applicants list shows current status for each client. Use the status filter to see only clients at a specific stage.Funding Status Chart
On your dashboard, the Funding Status chart shows how many clients are at each pipeline stage.When You’ll Be Notified
You’ll receive notifications when:- A client’s status changes
- Additional information is needed
- Funding is approved or declined
- An invoice is ready
If a client shows “Additional Info Required”, check their detail page for notes from the processor explaining what’s needed. Responding quickly keeps the 3-day SLA on track.