Checking Funding Status
Every client moves through a defined pipeline from submission to funding. Here’s what each stage means, how long it typically takes, and what you should do.Status Meanings & Timelines
The full pipeline from New to Funded typically takes about 3 business days when all information is provided upfront. The most common delay? Waiting for operator responses to “Additional Info Required.”
Invoicing a client from the Funding tab
The Invoice History card on a client’s Funding tab lists the client’s invoices: the funding fee invoices generated from the summary above it, and any one-off invoice raised in the CRM (a setup fee, a manual charge). Each row shows what has been paid and what is still due, and Open in CRM takes you to the invoice itself. To bill a client for something that is not tied to a funding product, click New invoice on that card. The CRM’s new-invoice page opens in a new browser tab, already addressed to the client. When you come back to the Funding tab, the new invoice appears in the list marked One-off. One-off invoices are shown for visibility only and never count toward the client’s funding fee balance. New invoice stays hidden when the client’s CRM connection is missing, loading, or awaiting reconnection after an agency transfer. It appears once the connection and the client’s agency CRM host are resolved. Read-only views do not show this action. See Invoice History for the invoice creation steps.Editing a delivered funding plan
After the processing team marks a card Complete, you can still update status, next step, and amount on that row. Card name stays locked so the plan cannot be renamed. Status and next step lock once the row is actually Approved (Completed is not Approved). Amount stays editable at every status, because the processing team does not always learn the limit a card was approved for. Each amount change you make is posted to the submission’s Comments so 7 Figures sees it. Processor edits to next step appear on your view without a full page reload. While next step is still editable, changing the status fills it with that card’s follow-up instructions from the card catalog — the same behavior as a row you created yourself. Your own wording is only replaced when the status changes, and nothing is filled in once the row locks. When a card is picked and the row’s next step is still blank, it fills from that card’s catalog script for the current status. Anything already typed in the field is never replaced, and a card with no catalog script leaves the field blank. Card benefits, APR / terms, application link, and bank phone always show the current catalog values for that card.Downloading funding plans
Open an applicant’s Funding tab and select Download all to save every visible funding option in one Excel workbook. The workbook includes an all-plans sheet plus separate sheets for each populated funding type, such as term loans, HELOC, and card stacking. To download a single funding type, select Download in that section’s header — for example, the Card Stacking header saves every card stacking row in one workbook. The spreadsheet includes the lender or card, status, amount, rate and term when applicable, application link, next step, notes, and update dates.Where to Check Status
Dashboard
The Recent Activity table shows the latest status changes across all your clients. This is the fastest way to see what changed today.Applicants Page
The full applicants list shows current status for each client. Use the status filter to see only clients at a specific stage — for example, filter to “Additional Info Required” to see who needs your attention.Funding Status Chart
On your dashboard, the Funding Status chart shows how many clients are at each pipeline stage. Use this for a bird’s-eye view of your entire portfolio.HELOC for Business
When your account has HELOC for Business enabled in Labs, the HELOC funding row follows its own path: the 7 Figures fulfillment team maintains the rate, term, status, and funded amount on the Funding tab after you book the fulfillment call. The two-stage screen, the Eligibility Confirmation form, and the HELOC workflow are covered on the HELOC for Business page.When You’ll Be Notified
You’ll receive notifications when:- A client’s status changes to a new stage
- Additional information is needed from you
- Funding is approved or declined
- An invoice is generated
Understanding Declined Clients
A decline doesn’t always mean the end of the road:- Check the reason — The detail page explains why the lender declined
- Credit repair — Clients below 620 may benefit from credit repair before resubmitting
- Alternative products — The processing team may suggest alternative funding paths
- Timing — Some clients can be resubmitted after 3-6 months of credit improvement
Frequently Asked Questions
My client has been in 'New' status for more than a day. Is something wrong?
My client has been in 'New' status for more than a day. Is something wrong?
Probably not — queue times can vary depending on volume. If it’s been more than 2 business days, contact the processing team through the client’s detail page to check on it.
A client is stuck in 'In Progress' for a week. What should I do?
A client is stuck in 'In Progress' for a week. What should I do?
Some lender decisions take longer than others, especially for larger funding amounts or SBA products. Check the client’s detail page for any notes. If there’s no update after 5 business days, reach out to the processing team.
Can I speed up the process?
Can I speed up the process?
The best way to speed things up: submit complete information upfront and respond to “Additional Info Required” requests within hours, not days. Beyond that, the timeline depends on lender response times.
What does 'Closed' mean? Did I do something wrong?
What does 'Closed' mean? Did I do something wrong?
“Closed” means processing was stopped — often at the client’s request, due to inactivity, or because the client was unresponsive to lender outreach. If you see this unexpectedly, contact your account manager for details.
Will I be charged if a client is declined?
Will I be charged if a client is declined?
No. You’re only invoiced when a client is successfully funded. Declined clients have no cost to you.
Related Pages
Applicants
View all your clients and filter by status
Submit a Client
Submit a new client for funding
Credit Reports
Understand the credit analysis behind decisions
Invoices & Billing
View invoices generated from funded clients