What Are Statuses in ApplyEasy?
Statuses show the stage a credit application is at as it moves through your organisation’s workflow. Each application is assigned a status so CreditorWatch members can track, manage, and action applications efficiently.
Statuses may be:
System statuses: automatically applied by ApplyEasy when an event occurs.
Custom statuses: configured by the CreditorWatch implementation team to match your internal processes.
Decision statuses: reflect the credit decision outcome.
Status Types and Definitions
Default Statuses
Status | Description |
Prefilled | A staff user has prefilled the application and sent it to the applicant, but the applicant has not yet started updating the details. |
Draft | The applicant has started but has not yet submitted the application. |
Submitted | The application has been submitted. Once the application is submitted, it moves through the internal application processing workflow, which will move the application through different statuses available for the form. |
If your application is in “Submitted” status and you cannot click on the “Update” button, it indicates that there was a failure.
Decision Statuses
Status | Description |
Approved | The application has been approved by the credit manager. |
Rejected | The application has been rejected by the credit manager. |
Refer | The application has been referred for further review or processing. |
Workflow Statuses
Status | Description |
eSignature requested | The application form is configured to request that applicants electronically sign the submitted application (potentially along with terms and conditions and other documents, such as indemnity documents). |
eSignature received | The applicant has completed the electronic signing of the documents. |
ID verification requested | The application form is configured to request that applicants verify their identity via an identity verification service. |
ID verification received | The applicant has completed the identity verification process (this does not reflect the outcome of the identity verification). |
Note: Your organisation may have additional custom status types configured to match your internal workflow.
How Statuses Work
Tracking progress: The current status shows where an application is in the workflow.
Filtering: Users can filter the inbox by status to focus on applications requiring attention (e.g., all applications with a status of “Submitted” or “Refer”).
Updating: Statuses can be updated manually (by staff) or automatically (by system events, such as e-signature completion).
History: Each application maintains a history of status changes, including who made the change and when, for auditing and compliance purposes.
Example Workflow
Prefilled: The staff user sends a prefilled application to the applicant.
Draft: The applicant starts filling out the application.
Submitted: The applicant submits the application.
ID verification requested: The applicant is sent the request to verify their identity.
eSignature requested: The applicant is requested to sign the documents electronically.
ID verification received: The applicant has completed the identity verification.
eSignature received: The applicant has signed the documents electronically.
Refer: Credit Manager refers the application for further review.
Approved/Rejected: Final decision is made and status is updated accordingly.
Advanced features
Filtering Applications by Status
You can filter the inbox to view only applications with selected statuses.
To filter applications
Click the Search or Filter field.
Open the Filters dropdown.
Scroll to the Statuses section.
Turn on the toggles for the statuses you want to include.
Updating an Application’s Status
Staff can update a status at any time.
To update a status
Find the application in the list view.
Click Update.
Select the new status from the side panel.
Click Update Status.
Status Dependencies
Some statuses can only transition from specific previous statuses.
For example, once an application moves into a decision status, it cannot return to a non‑decision status.
Component Statuses
Component-level events (such as ID verification or eSignature activity) appear in the application’s status history for visibility and auditing.
FAQs
Can I have my own statuses?
Yes. Your account manager can organise custom statuses that match your internal workflow.
Can I see who changed a status?
Yes. The Quick status preview shows who made each change and when.
Can applicants change a status?
No. Only staff or system events can update statuses.
Need Additional Help?
If you have further questions, please contact our Support Team here.