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:
- Go to the Customers homepage.
- From the Customers homepage, the second column is labeled Status.
- 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: