How to DECLINE or HOLD an application

How to DECLINE or HOLD an application

Overview

To help organize your application submissions, there are several states or status an application can have.  An application starts as SUBMITTED.  You can put an application ON HOLD or DECLINE an application.  If you process and approve an application, it will be PROCESSED.
  1. Declined
    1. The intended use of the declined status is the application will never be approved.   
  2. On Hold
    1. The intended use of the hold status is the application will eventually get approved but you are waiting for the patron to take additional action.   A common use case is the household is behind on their HOA dues and you are waiting payment.

How to Decline or Hold an Application
1.  Claim the application by clicking the green clipboard.

2.  Click DECLINE or HOLD.
3.  Write a note to the applicant (optional).
4.  Write an internal note (optional).
  1. These notes will be saved in the Journal feature.  CLICK HERE to learn more about the Journal. 
  2. You can uncheck "Send Email to Applicant" if you don't want them to get a message. 
Click OK

Can I approve an application that has been declined or held? 
Yes.  You may process a declined or held application the same way you would process a recently submitted application. 

Is a refund automatically issued? 
No.  If you wish to issue a refund or partial refund, it is not automatically done.  To learn how: CLICK HERE