Skip to main content
All CollectionsLoan Origination Essentials
Navigating Applications in Decipher
Navigating Applications in Decipher

How to find applications, view your applications, move applications through stages, and more.

M
Written by Max Powers
Updated over 4 years ago

Go to Applications.

Toggle between My Applications and All Applications - view applications you have been assigned to directly or ALL applications that your company has received.


If applicable, click on the desired Pipeline to view applications other teams are working on.

Search for specific applications by Company Name, by Product (if you have multiple financial products in Decipher) or if you finance transportation clients you can search by MC Number and DOT Number.

Move Applications using Click and Drag from one stage to another, if you have the user permissions to do so. Note: The date an application is moved and the user may be recorded in Decipher.

Move an Application to a Prior or Later Pipeline. To move the application to a subsequent pipeline Click & Drag it to the far right corner. Hold it there for a few seconds until it seems to go into the margin. The Margin turns BLUE. This will move the application into the default stage of the next Pipeline. Do the same if you want to drag it into a prior Pipeline by clicking and dragging it to the far left corner until the margin turns BLUE. Default stages are configured in Pipelines and by Decipher Support.

Did this answer your question?