Credit Queue

The Credit Queue is the primary workspace for credit analysts to review and process incoming credit applications. It displays all submitted credit applications awaiting evaluation in a searchable and sortable queue, enabling users to efficiently identify, assign, and open applications for credit assessment. From this screen, users can filter applications based on their processing status, search for specific records, and navigate through queued applications to begin the credit decisioning process.

Language Selection

Use the Language drop-down list to select the preferred language for the current session. The selected language is applied throughout the credit application review process.

Reset Filters

Click Reset Filters to remove all applied filters and restore the queue to its default view.

Get Next

Click Get Next to automatically open the next available credit application in the queue without returning to the queue screen.

Filter Applications

Applications can be filtered by their current processing status to quickly locate relevant records.

Available status filters include:

• New – Displays newly received applications awaiting review.
• Duplicated – Displays applications identified as potential duplicates.
• Declined – Displays applications that have been declined.
• Conditioned – Displays applications approved subject to one or more conditions.
• Approved – Displays applications that have been approved.

Search Applications

A search box is available above each column, allowing users to quickly locate applications using specific values.

Applications can be searched using the following columns:

• Status
• Application ID
• Priority
• Dealership Name
• Amount Financed
• Applicant Name
• Applicant Type
• Assigned To
• Source
• Last Updated
• Request Time
• Reference Number

Sort Applications

Each column header includes a sorting option that allows records to be displayed in either:

• Ascending order
• Descending order

Sorting helps organize applications based on the selected column values.

Manage Applications

Each application includes a vertical Ellipsis (⋮) menu that provides quick access to the following actions:

• View – Opens the selected credit application.
• Assign to Me – Assigns the application to the current user.
• Assign to a Member – Assigns the application to another team member.

Open a Credit Application

To begin reviewing a credit application:

1. Locate the required application in the queue.
2. Click on the Application ID to open it.

Alternatively:

1. Select the required application.
2. Click Get Next to open the selected application and continue processing subsequent applications.