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.

Status

You can click any status to instantly filter all application against the status. The statuses include:

• New
• Duplicate
• Approved
• Declined
• Conditional Approval
• Conditioned
• Referred
• Approval Recommended
• Decline Recommended

Resubmitted Proposal

For resubmitted proposal, a resubmit icon appears after the application id in the table. You can hover over the icon to see how many time the proposal has been resubmitted.

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

Get Next button opens the Next Application according to the defined criteria, It check the priority of the application. The application that has high priority, it open those application first than move the medium and low priorities application.

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.
• Duplicate – 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.
• Conditional Approval - Displays applications that have conditional approval.
• Referred - Displays applications that have been referred.
• Approved Recommended - Displays application that been recommended for approval.
• Decline Recommended - Displays application that have been recommended to be declined.

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 desired application.
2. Click on the Ellipsis against the required application
3. Click on View option