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