Discover how to effectively filter customers based on the different statuses available in Under.
To quickly filter customer applications by their status, follow these steps:
- Go to the Customers homepage.
- From the Customers homepage, click the Statuses filter.
- Select all the statuses that you want to filter from the dropdown menu in the Statuses filter.
You can also choose from our quick filters by selecting either the Lead or Submitted tab at the top left of the Customers homepage.
In the Lead category, customer statuses include Draft, Sent, Viewed, In Progress, and Completed.
In the Submitted category, customer statuses include Submitted, Underwriting, Pending, Approved, Declined, and Live.
Here is a short video that provides a clear explanation of the process mentioned above: