> ## Documentation Index
> Fetch the complete documentation index at: https://tonic-ai.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Applications

> Loan application management for individuals and businesses

## 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)

***

## Key Features

### 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`

### 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`

### 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)

***

## Application Statuses

### 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* **`withdrawn`**: Application has been withdrawn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)

***

## Workflow

### 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

### 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

### 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

***

## API Endpoints

### Create Application

<Endpoint method="POST" path="/api/applications" />

Create a new application.

**Request Body**:

```json theme={null}
{
  "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)

### List Applications

<Endpoint method="GET" path="/api/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

### Update Application Status

<Endpoint method="PUT" path="/api/applications/{application_id}/status" />

Update application status (approve, reject, etc.).

**Request Body**:

```json theme={null}
{
  "status": "approved",
  "notes": "Application approved by credit committee"
}
```

**Response**: Updated application

***

## User Interface

### 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

### 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

***

## 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

***

## Additional Resources

* [Configuration Guide](/getting-started/configuration)
* [Dealflow Management Feature](/features/dealflow-management)

***

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