Applications

The Application section is divided into several key areas which is described with screenshots below.

Top Summary Bar

The top summary bar displays statistics for MCA (Merchant Cash Advance) applications by different application statuses. Please refer to the screenshot below for details.

• Active: Displays the number of active applications (28).

• Declined: Shows the number of declined applications (164).

• Submitted Today: Indicates the number of applications submitted today (0).

• Declined Today: Indicates the number of applications declined today (0).

For step-by-step instructions on how to view a list of applications by different statuses, please refer to the View Applications List section.

Tabs and Controls

Below summary bar on the right, there are several controls for managing applications. Please refer to the screenshot below.

• Application Type Dropdown: Allows selection of different application types(New or Pre approved application).

• Edit Button: Enables editing of applications.

• My Applications Button: Filters to show only the user's applications.

• Export Button: Allows exporting of applications data in CSV file.

For step-by-step instructions on how to create and edit applications, please refer to the Manage Applications section.

Pipeline

Below the summary bar and tabs/controls the pipeline section divides the application process into several stages, each represented by a column. Please refer to the screenshot below for reference.

The application process consists of several stages that form a pipeline. These stages are described in detail on the applications pipeline page.