Reviewing an Applicant

Open an applicant to make a decision. This page gathers everything you need — their answers, their score, and their documents — so you can accept or decline with confidence.

📸 Screenshot: an applicant detail page.

Judge the applicant

• Score — how the applicant did against your questionnaire scoring rules. It is your quick read on fit.
• Status — where the applicant stands right now.
• Activity — a timeline of what happened and when. It fills as the application is submitted, scored, and actioned.

Check the evidence

Open each document to see the full picture before you decide.

• View questionnaire results — the applicant's answers and how they scored.
• View application — the complete application.
• Download credit report — the applicant's credit report.

Work with your team

• Add an internal note to record your team's thinking. Notes stay private to your team; the applicant never sees them.
• Use Reassign reviewer to hand the applicant to a teammate.

Make the decision

Action	Result
Accept	Approve the applicant
Decline	Reject the applicant. Add a Reason so your team has a record
Undecline	Reverse a decline if you change your mind

Your decision updates the applicant's status and adds an entry to the activity timeline.