The application lifecycle contains four primary stages, In progress, Submitted, Approved, Cancelled/Denied, within those stages are a series of statuses designed to support agents in understanding exactly what is transpiring with their application(s)
Please note that the ability to approve or deny an application are specific permissions that have to be enabled by an Admin user
| Stage | Status | Definition | Agent available actions |
|---|---|---|---|
| In progress | Draft | Application has been created. Not yet sent out to applicants | - Invite applicants - Update application - Cancel application |
| In progress | Sent | Application has been sent out to applicants | - Update application - Cancel application |
| In progess | Additional Details Required | A unit is assigned and application process has began and is pending applicants to submit their full application | - Update application - Request additional details - Cancel application |
| Submitted | Review Required | All applicants have submitted application | - Update application - Review application - Approve application (if approver) - Deny application (if approver) - Request additional details - Request changes - Cancel application |
| Submitted | Review Required (Application started from common application link) | Applicant have submitted a common application (from application link) and requires a unit and application package assigned to start application process | - Update application by adding unit to start application process - Cancel application |
| Submitted | Decision Required | Application has been requested for review by an agent. | - Update application - Approve application - Deny application - Request additional details - Request changes - Cancel application |
| Submitted | Changes Required | Application required changes by the agent. | - Update application - Review application - Approve application (if approver) - Deny application (if approver) - Request additional details - Cancel application |
| Submitted | Additional Details Required | Agent is requesting for additional details from applicants on their application. | - Update application - Approve application (if approver) - Deny application (if approver) - Request additional details - Cancel application |
| Submitted | Additional Details Added | Applicants have submitted additional details to their application. | - Update application - Review application - Approve application (if approver) - Deny application (if approver) - Request additional details - Request changes - Cancel application |
| Submitted | Pending Denial | Agent action to deny application with option to appeal by applicant | - Cancel application |
| Submitted | Review Denial | Applicants appealed the denial | - Approve - Deny - Request additional details - Cancel application |
| Approved | Create Lease | Application has been approved by an approving agent | - Edit application - Add deposit payments - Create lease - Cancel application |
| Approved | Payment Required | Application has been approved by an approving agent and is pending a deposit payment by the applicants. The timing of the payment required status is defined on the application package | - Edit application - Add deposit payments - Mark as payment received (if approver) - Create lease - Cancel application |