The Applications module manages the full lifecycle of equipment financing and leasing applications — from initial intake through funding and completion.
Applications list view with filters and status indicators
The applications list provides:
Every application progresses through a defined workflow:
flowchart LR
A["Incomplete"] --> B["Submitted"]
B --> C["Under Review"]
C --> D["Approved"]
C --> E["Declined"]
D --> F["Funded"]
F --> G["Completed"]
B --> H["Unqualified"]
| Status | Description |
|---|---|
| Incomplete | Application started but not yet submitted |
| Submitted | All required information provided, awaiting review |
| Under Review | Assigned to a loan officer for evaluation |
| Approved | Credit approved, pending funding |
| Declined | Application did not meet qualification criteria |
| Funded | Disbursement completed, contract active |
| Completed | Contract fulfilled, all obligations met |
| Unqualified | Did not pass pre-qualification screening |
New application form with unified multi-step layout