Mortgage Loan — Workflow Setup

⚠️ This is a reference configuration stub. Fill in the specific status IDs, colors, and transition details based on your organization's process.

Statuses to create

statusId	Internal Name	External Name	Initial	Final	Manually Settable
application-received	Application Received	Application Received	✅		✅
document-collection	Document Collection	Awaiting Documents			✅
under-review	Under Review	Under Review			✅
credit-check	Credit Check	Under Review			✅
valuation	Valuation	Under Review			✅
approved	Approved	Approved		✅	✅
declined	Declined	Declined		✅	✅
completion	Completion	Completion		✅

Transitions to create

From	To	Type
application-received	document-collection	USER
document-collection	under-review	USER
under-review	credit-check	USER
under-review	document-collection	USER
credit-check	valuation	USER
credit-check	declined	USER
valuation	approved	USER
valuation	declined	USER
approved	completion	SYSTEM