Go to Applications, select an application, and view the Application Detail.
The Application Menu, denoted by an action menu icon, is located across from the Business DBA on the upper right-hand side of the application detail. The options in the Application Menu may vary at points throughout the application process.
Action | Description |
---|---|
Watch Settings | Receive email notifications when the application reaches specific points in the application process. |
Collect Clickthrough | This option emails the application to the selected Business Owner or Control Person. The owner or control person can fill out the application, perform a clickthrough application signature, or add application documents. Note: After an initial clickthrough agreement is collected, you can send additional clickthrough emails to other people. They can view the application, but they cannot add or change a clickthrough agreement. |
Validate Application | Performs a quick check of the application and shows you which fields still need information. |
Submit Application | Send the completed application to the Qualpay Underwriting Team for review. Note: "Submit Application" is hidden until the application is complete. |
Withdraw Application | Before submission, you can withdraw the application if needed. Withdrawn applications are hidden from the Applications list. |