Step 1: Access the Submissions Section
Navigate to the left sidebar menu
Click on the "Submissions" tab
You will see a list of all submissions with their current status (sent, pending, approved, declined, funded, etc.)
Step 2: Review Submission Details
The submissions page displays important information about each deal:
Deal name (company)
Funder
Current status
Response from funder (if any)
Offers amount (if applicable)
Originators
Closers
Submission date
Sender information
Step 3: Approve the Submission
Locate the submission you want to approve in the list
Click on the green "Approved" button in the actions row for that submission
A modal window will appear titled "Approved: [Company Name] to [Funder Name]"
Step 4: Complete the Approval Form
Fill in the following details in the approval form:
Required Information
Product: Select the product type from the dropdown (e.g., Working Capital)
Amount: Enter the approved funding amount (e.g., $10,000.00)
Rate: Enter the interest rate (e.g., 1.499)
Term: Enter the term length in months (e.g., 12)
Frequency: Select the payment frequency from the dropdown (e.g., monthly)
Points: Enter the points percentage if applicable (e.g., 10.00%)
Offer link: Paste any relevant offer link (optional)
Offer grid: Click the "+" icon to attach any offer documentation (optional)
Step 5: Finalize the Approval
Review all entered information for accuracy
Click the "Confirm" button in the bottom right corner to complete the approval process
If you need to cancel, click the "Cancel" button
After Approval
Once approved:
The submission's status will change to "approved" with a green label in the submissions list
The approval details will be recorded in the system
The approved submission will appear in the "Offers" tab, where you can access and manage it going forward
After Approval: Choose the Offer and Move to Funding
The approved submission appears as an offer in Offers in the left sidebar. Inside the deal, it also shows in the Offers table on the Activity tab, directly below Submissions.
The deal's Funders tab is for choosing which funders to submit to — approved offers are managed from Offers.
Open Offers in the left sidebar, or open the deal and go to the Activity tab.
Hover the offer you intend to proceed with and click Select. The offer is highlighted blue.
Select any other offers that should move forward too — you can select more than one.
Deal and offer statuses stay in sync only after an offer is selected, so select the offer before changing a deal or offer status.
When the deal closes, mark the selected offer as Funded instead of changing the deal's overall status — only marking the specific offer as Funded creates the advance, payments, and distributions. Follow How to Mark an Offer as Funded (Create an Advance) for the full steps from either the deal's Activity tab or the Offers list.