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Why Are there Applications Showing Under the Direct Box on the Dashboard, but No Documents Have Been Submitted?

When a customer signs up directly via your URL, they are a Direct customer.


Therefore, the customer's application will appear under the Direct box of the Applications section on your dashboard.


This is regardless of whether documents have been submitted or not. 


This is for a number of reasons:


  • The customer has submitted the documents to you directly inside your location at the time of signup, so you can easily upload the documents within the application and approve right away

  • The customer will be submitting the documents to your location directly via email, and when you receive them you can easily upload the documents within the application and approve right away



Direct customers are your location's responsibility. 


If the customer has not submitted any documents after some time has passed since their sign up, please reach out to the customer to obtain those documents.

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