Funding Queue
The Funding Queue is the primary workspace for funding analysts to review and process incoming funding applications. It displays all submitted funding applications awaiting evaluation in a searchable and sortable queue, enabling users to efficiently identify, assign, and open funding applications for review. From this screen, users can filter applications by status, search for specific records, and navigate through queued applications to begin the funding review process.
The Funding Queue only lists funding applications. Open the required application from the queue to review its details and record a funding decision.
View Applications
The Funding Queue supports both List View and Grid View, allowing users to choose the layout that best suits their preference for reviewing funding applications.
- List View displays applications in a searchable and sortable table, making it suitable for reviewing large volumes of applications.
- Grid View displays applications as individual cards, providing a concise summary of key application information for quick review.
Language Selection
Use the Language drop-down list to select the preferred language for the current session. The selected language is applied throughout the funding 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 funding application in the queue without returning to the queue screen.
Using Get Next helps analysts process queued applications more efficiently by minimizing navigation between screens.
Filter Applications
Applications can be filtered by their current processing status to quickly locate relevant records.
Available status filters include:
- New – Displays newly received funding applications awaiting review.
- Declined – Displays funding applications that have been declined.
- Document Received – Displays applications for which the required funding documents have been received.
- Approved for Payout – Displays applications approved and ready for payout.
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 funding application.
- View New – Opens the application in the latest funding review interface.
- Assign to Me – Assigns the application to the current user.
- Assign to a Member – Assigns the application to another team member.
Open a Funding Application
To begin reviewing a funding application:
- Locate the required application in the queue.
- Click on the Application ID to open it.
Alternatively:
- Select the required application.
- Click Get Next to open the selected application and continue processing subsequent applications.
Ensure the correct application has been selected before proceeding with the funding review, as all subsequent analysis and decisioning activities are performed on the opened application.