<aside> 💡 Our tracking feature gives updates similar to shipping notifications to the contractor. You will be able to follow your customer throughout the application process. Please note that Essentials Plan users will not the same level of detail as Pro and Elite Plan customers.

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• Status Explanations
• Website Version
• Mobile App Version

Status Explanations

Under the "Financing" tab, customers will be separated by status. When you click on a client's name, you can view additional details about their application status.

Sent - the form was sent to the customer but they have not started the application yet

Started - the customer received the form and began filling it out, but has not completed it yet.

Not Qualified - the customer completed the application but we could not find them an option at this time

Prequalified - the customer completed the application and was prequalified for options

Funded - the customer was approved and funded for financing

Website Version

• Clicking the "Financing" tab will list clients by their status, you can see more details by clicking on a customer's name. Here you can resend their offers, view their options, request payments and more.

Mobile App Version

• Click the "Clients" icon and tap on the name of the client you want to view.

• Here you can see their activity, resend offers or view their offers.

• This is an example of viewing offers from a pre-qualified client.