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Submit a Client

Submitting a client sends them to the processing team for credit analysis and funding plan creation.

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How to Submit

1

Go to Applicants

Click “Applicants” in the left sidebar
2

Click Add Applicant

Click the “Add Applicant” button in the top right
3

Fill in Client Details

Enter the required information:
  • First Name and Last Name
  • Email and Phone
  • Date of Birth
  • SSN (for credit pull authorization)
  • Annual Income and Home Ownership
4

Submit for Processing

Click Submit. The client enters the processing queue.

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What Happens Next

  1. Your client enters the processing queue
  2. A processor is assigned (either automatically or manually)
  3. Credit reports are pulled and analyzed
  4. A funding plan is created based on their credit profile
  5. Applications are submitted to lenders
  6. You’re notified when funding is approved or declined

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Tracking Your Submission

After submitting, you can track progress from:
  • Dashboard - Recent Activity table shows status updates
  • Applicants - Full list with current status for each client
  • Clients - Once approved, clients appear here with funded amounts
Submit clients with complete information (especially income and home ownership) to speed up processing. Missing info causes delays.

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Processing Timeline

The target turnaround is 3 business days from submission to completion. You’ll receive updates as your client moves through the pipeline.