Reviewing an Applicant

Open an applicant to seemake a decision. This page gathers everything you need — their full record. You reviewanswers, their details,score, thenand their documents — so you can accept or decline them.with confidence.

📸 Screenshot: an applicant detail page.

WhatJudge the page showsapplicant

• Status and scoreScore — how the applicant'sapplicant currentdid status and their score. The score comes fromagainst your questionnaire scoring rules. It is your quick read on fit.
• ApplicationStatus activity— where the applicant stands right now.

Activity — a timeline of events.what happened and when. It readsfills "No activity yet" until the first event. Events appear whenas the application is submitted, scored, orand actioned. Unit — the unit the applicant applied for.

ReviewCheck the documentsevidence

Open each document fromto see the Documentsfull area:picture before you decide.

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

Work with your team

Add an internal notes

Use internal notesnote

to record your team's thoughts.thinking. Notes stay private to your team.team; Thethe applicant doesnever not seesees them.

You can also

Use Reassign reviewer to passhand the applicant to anothera teamteammate. member.

Accept or decline

When you decide, use one of these actions.

Accept — approveMake the applicant.decision Action Result Accept Approve the applicant Decline — rejectReject the applicant. TypeAdd a Reason whenso youyour decline.team Undecline — reversehas a decline,record Undecline Reverse a decline if you change your mind.mind

Your choicedecision updates the applicant's status and adds an evententry to the activity timeline.