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