How do I check my clients' application status?

On your Happy Mango counselor portal, you can view the current status of your client's progress in applying for a financial product on Happy Mango and receive automated alerts when a decision or milestone has been reached.

First, your clients must have granted you access to their "Application and Loan Status" data. Click here for an article on how to get access. 

Once you have gained access, there are two ways to access your client's current loan details.

1. By searching and finding the target application on the Current Clients' page

If you have access, the hyperlinked "Applications" appears in the last column of the Current Clients list. 

Clicking on this link opens up detailed information on all your client's application(s).  If your client is having trouble completing a step in the application process, you will be able to see where he gets stuck and offer guidance on how to move forward. 

2. By searching and finding the target application on the Applications' page
This page presents key information of all the applications linked to you at a glance.  You can use the "Search" function to find the specific application you are interested in.  You can also access the verification form related to each application, either completed or pending, by clicking on the hyperlink in the "Verification" column. 

In addition, you will receive automated updates when your client has submitted a new application, when the financial institution has approved or declined, and when your client has accepted an offer from the financial institution.