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Application detail
Last updated: 2026–05-27
Open any application from the Agent dashboard or list and filters to land on the application detail page. The URL uses a session ID (not the numeric application ID in the path). Everything for one applicant file lives here: workflow data, underwriting, documents, communications, and audit history.
Terminology: In the product UI, the field labeled Status on the Overview panel is the application stage in the database (
APP_STAGES). The header button Update Status changes that stage (Approve, Decline, Doc Requested, and so on). Outcome is a separate assignment label configured by your tenant. Current step is the wizard/flow step name—not a manual “pipeline stage” control.
Page layout
The detail page uses a two-column layout:
| Area | What it contains |
|---|---|
| Left (main) | Primary tabs: Application, Underwriting, Transactions, Offers, Docs, Email, Data, Integration, Tasks, Activity |
| Right (collapsible) | Overview, SMS (conditional), Notes, Arc AI (conditional) |
| Top bar | Breadcrumb (Agent Dashboard → application ID), Download Application PDF, and action buttons (role-gated) |
text
┌─────────────────────────────────────────────────────────────┐
│ Breadcrumb [Download] [Schedule*] [OTP] [Status] │
├──────────────────────────────┬──────────────────────────────┤
│ Main tabs │ Overview | SMS | Notes | AI │
│ (Application, UW, …) │ (right rail) │
│ │ │
└──────────────────────────────┴──────────────────────────────┘
* Schedule — Cashmax tenants onlyQuick reference — where to do what
| Goal | Where to go |
|---|---|
| See status, outcome, assignee, tags, applicant PII | Overview panel |
| Change Approve / Decline / Doc Requested / etc. | Header actions → Update Status |
| Edit application variables by section | Application tab |
| Pull credit, view decision steps | Underwriting tab |
| View or add offers, amortization | Offers tab |
| Transactions ledger | Offers & transactions |
| Request, generate, or download documents | Documents & tasks |
| Email history, SMS, internal notes, Arc AI | Communications |
| Activity log, variable data, integration calls | Activity, data & integration |
| Auditor limits, sandbox behavior | Roles & sandbox |
Application stages (status badge)
Stages are defined in the platform as APP_STAGES. The Overview panel shows a human-readable label (some labels differ from the internal name).
| Internal stage | Typical UI label | Meaning |
|---|---|---|
| Processing | Processing | Application is in progress in the workflow |
| Approved | Approved | Manually or automatically approved |
| Declined | Declined | Not approved |
| Document | Doc Requested | Waiting on applicant documents |
| Review | Review | In manual review (identity/credit queues) |
| Booked | Booked | Booked/funded-style terminal state (tenant-specific) |
| Withdrawn | Withdrawn | Applicant or agent withdrew |
| Doc Received | Doc Received | Required documents received |
| Completed | Completed | Completed (internal) |
| Default | Default | Fallback stage |
| Closed | Closed | Closed/archived |
Pending in the database displays as Incomplete on the Overview panel.
Multi-applicant applications
When a product supports multiple applicants:
- A primary badge or role dropdown appears in the breadcrumb.
- Switching roles navigates to the co-applicant’s session while keeping context.
- Co-borrower variables may be copied to the primary app on approve/decline/withdraw (server behavior).
See Overview panel.
Related articles
In this section
| Guide | Topics |
|---|---|
| Overview & header | Breadcrumb, Download PDF, Update Status modal, Overview fields, OTP, Schedule |
| Application tab | Section edit, Update vs re-run, Revert to this step |
| Underwriting | Credit pull, decision steps, AI tab indicator |
| Offers | Selected/eligible offers, Add Offer, amortization |
| Documents | Request, review, generate, bulk download |
| Email & communications | Email tab, SMS, Notes, Arc AI |
| Transactions & tasks | Transaction tagging, task list |
| Data & integrations | Variable table, integration payloads |
| Activity | Audit timeline |
| Use cases | End-to-end scenarios (fictional lender examples) |
| Workflows | Mermaid decision trees per tab |
| Roles, Auditor & sandbox | Permission matrix, sandbox warnings |