Deal statuses and decisions

Statuses

Status	What it means
Submitted	The business shared a packet and it's waiting for you. The business can still edit its requested terms.
In review	You selected Review. The business's terms are now locked.
Changes requested	You've raised at least one open change request. The deal returns to In review automatically when the last one is resolved.
Passed	You declined, with a reason the business can read. You can reconsider later.
Funded	Final. You recorded the funded amount and terms.
Withdrawn	The business withdrew. Final, and your access to its information ends.

Your actions

Action	Available when	What it does
Review	Submitted	Claims the deal and locks the business's terms
Request changes	Submitted, In review, Changes requested	Asks for something specific and pauses the deal
Pass	Submitted, In review, Changes requested	Declines with a reason the business reads
Mark as funded	In review	Closes the deal as funded and records the final terms
Reconsider	Passed	Returns the deal to Submitted

Every status change records who acted and when.

Pass reasons

The business reads the reason you choose, so it doubles as guidance.

Reason	Use it when
Requested amount too high	The business qualifies, but not at this size. Consider a change request instead, so it can lower the amount.
Insufficient time in business	Operating history doesn't meet your threshold
Industry fit	The industry is outside your lending focus
Documentation quality	The evidence doesn't support a decision
Credit profile	The credit position doesn't meet your standard
Other	Nothing else fits. Add detail in the thread, because the business only sees the label.

Recording a funded deal

Enter the funded amount, which is required, plus the funded rate and term. Final terms often differ from the request, so record what you actually approved.