| Status | Description |
|---|---|
| PENDING | This is the first status when the application is created. |
| PRE_APPOVAL | This means the application requires a bank verification process. When this status happens an email notification is sent to customer, so he/she can start the verification process. |
| DATA_ERROR | This means there could be some problem with the owner(s) data. |
| OFFERSGENERATED | This means the application is approved and generated |
| REJECTED | The application was declined. |
| DECLINEDFUNDED | The SSN of owner(s) is tied to an application that has signed docs. |
| PROPOSAL | This status is assigned when equipment detail and selected term is submitted. |
| DOCUMENT_SENT | This status means the system has sent an email to main owner with a link and instructions to select the desired term, complete bank information and sign docs. |
| VENDOR_COMPLETE | This status is assigned when there is an unresolved VOD with the lessee, the is not required to perform any other action at this moment. |
| CONTRACTSGENERATED | It is assigned when bank information is submitted, the agreement is generated and sent through DocuSign. |
| CONTRACTSIN | This is assigned when DocuSign notify us that the contract has been signed. The invoice will only be accepted when the application is this status. |
| PENDINGFUNDING | When the invoice is uploaded the application is moved to this status. |
| FUNDED | When the invoiced is validated, a Clicklease rep will move the application to this status. |
| ABANDONED | Any application in that has stayed 30 days or more in PENDING, DATA_ERROR, OFFERGENERATED, PROPOSAL, DOCUMENT_SENT or CONTRACTGENERATED |