Getting started · Workflow Steps · Step 07
Applicant request
Some workflows begin by collecting key details about your request — such as the amount you’re applying for, its purpose, and the terms you’re seeking. This gives the business reviewing your application the context it needs from the very first step.
What you may be asked
- The amount you are requesting (for example, a loan amount)
- The purpose of your request
- Requested terms, such as duration or timing
The exact questions depend on the business and the type of application.
Why this step matters
Providing clear, accurate details upfront helps the business understand your request and reduces back-and-forth later in the review process.
Need help?
If you have questions about this step or the application process, click the support widget in the bottom-right corner of the screen to contact our support team.