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Overview

The Applications feature provides comprehensive loan application management for both individual and business applicants. It includes application forms, status tracking, review workflows, and deal creation from approved applications. Code Reference: client/src/apps/application/, client/src/components/ApplicationDashboard.tsx, app/api/routes.py (application endpoints)

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Key Features

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Application Types

  • Individual Applications: Personal loan applications
  • Business Applications: Business loan applications
  • Form Validation: Comprehensive form validation
  • Data Storage: Secure application data storage
Code Reference: client/src/apps/application/IndividualApplicationForm.tsx, client/src/apps/application/BusinessApplicationForm.tsx

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Application Dashboard

  • Portfolio View: View all applications with filtering
  • Status Tracking: Track application status (draft, submitted, approved, etc.)
  • Search Functionality: Search applications by applicant or keywords
  • Quick Actions: Submit, approve, reject applications
Code Reference: client/src/components/ApplicationDashboard.tsx

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Review Workflow

  • Status Management: Update application status
  • Review Interface: Review application details
  • Approval Process: Approve applications and create deals
  • Rejection Handling: Reject applications with reasons
Code Reference: app/api/routes.py (application endpoints)

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Application Statuses

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Status Values

  • draft: Application is in draft state
  • submitted: Application has been submitted
  • under_review: Application is under review
  • approved: Application has been approved
  • rejected: Application has been rejected
  • withdrawn: Application has been withdrawn
Code Reference: app/db/models.py (Application model)

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Workflow

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1. Create Application

  1. Choose Type: Select individual or business application
  2. Fill Form: Complete application form
  3. Review Data: Review entered information
  4. Save Draft: Save as draft or submit immediately
  5. Submit: Submit application for review

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2. Review Application

  1. View Application: Open application for review
  2. Review Details: Review all application information
  3. Check Compliance: Verify compliance requirements
  4. Make Decision: Approve or reject application
  5. Add Notes: Add review notes if needed

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3. Create Deal

  1. Approved Application: Application is approved
  2. Create Deal: System creates deal from application
  3. Link Documents: Link application documents to deal
  4. Continue Workflow: Proceed with deal workflow

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API Endpoints

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Create Application

Create a new application. Request Body: 
{
  "application_type": "business",
  "application_data": {
    "company_name": "ACME Corp",
    "requested_amount": 1000000.00,
    "purpose": "Working capital"
  }
}
Response: Created application with ID Code Reference: app/api/routes.py (create_application endpoint)

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List Applications

List all applications with filtering. Query Parameters:
  • status: Filter by status
  • application_type: Filter by type (individual, business)
  • page: Page number
  • limit: Items per page
Response: Paginated list of applications

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Update Application Status

Update application status (approve, reject, etc.). Request Body: 
{
  "status": "approved",
  "notes": "Application approved by credit committee"
}
Response: Updated application

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User Interface

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Application Forms

Location: client/src/apps/application/ Individual Form: IndividualApplicationForm.tsx
  • Personal information
  • Income details
  • Loan purpose
  • Amount requested
Business Form: BusinessApplicationForm.tsx
  • Company information
  • Business details
  • Financial information
  • Loan purpose and amount

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Application Dashboard

Location: client/src/components/ApplicationDashboard.tsx Features:
  • Application List: Table view of all applications
  • Status Filtering: Filter by status
  • Type Filtering: Filter by application type
  • Search: Search applications
  • Quick Actions: Submit, approve, reject actions
Access: Navigate to “Applications” in sidebar

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Best Practices

  1. Complete Information: Ensure all required fields are filled
  2. Data Accuracy: Verify all entered information
  3. Documentation: Attach supporting documents
  4. Status Updates: Keep application status updated
  5. Review Process: Follow review workflow consistently

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Additional Resources

Last Updated: 2026-01-14
Code Reference: client/src/apps/application/, client/src/components/ApplicationDashboard.tsx, app/api/routes.py