---
title: How do I know the status of a customer's application?
description: Learn about the different statuses of a customer application and how it responds throughout the customer's application journey.
---

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# How do I know the status of a customer's application?

## Learn about the different statuses of a customer application and how it responds throughout the customer's application journey.

To know the status of a customer's application, follow these steps:

1. Go to the **Customers** homepage.
2. From the **Customers** homepage, the second column is labeled **Status.**
3. From there, you can locate the customer you are interested in and easily check their current application status.

The statuses of a customer include **Draft**, **Sent**, **Viewed**, **In Progress**, **Completed**, **Submitted**, **Underwriting**, **Pending**, **Approved**, **Declined**, and **Live**.

Some of these statuses are automated in the customer's life cycle:

- **Draft** - This status is automatically set to a customer record upon creation. Typically, in the draft status, you would enter readily available customer information and prepare the record to send to the customer.
- **Sent** - The agreement status automatically updates to sent when you request signature / submission from the customer.
- **Viewed** - The agreement status automatically updates to viewed when the customer has opened the application link after being sent to them.
- **In Progress** - This status gets automatically triggered once the customer begins completing the application.
- **Completed** - Upon completing the application, the status will automatically update to completed.

---

Here is a short video that provides a clear explanation of the process mentioned above:

<iframe src="https://www.loom.com/embed/fc72d4a823fe4650ada5f34ed2bafb8b?sid=d3ac66e8-7f97-464d-b794-d94971eaeff6" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

 

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