Status Qualifiers Explained
Understand status qualifiers that provide additional context about item states
Overview
Statuses in Intain Markets often include qualifiers that provide additional context. This guide explains what each qualifier means.
Common Status Qualifiers
"Pending" Qualifier
Meaning: Waiting for someone to take action
Examples:
Status | Meaning |
Mandate Pending | Pool waiting for market maker to accept/reject |
PendingLenderApproval | MC waiting for lender to approve |
Pending Token Generated | Funding notice waiting for FA to process |
What to Do: Wait for the other party to act, or if you're that party, take action
"Review" Qualifier
Meaning: Being reviewed by someone
Examples:
Status | Who Reviews |
FAReview (Term Sheet) | Facility Agent |
FAReview (Funding Request) | Facility Agent |
Under Review (Pool) | Market Maker or Investor |
What to Do: If you're the reviewer, make a decision. If you're the submitter, wait.
"Requested" Qualifier
Meaning: Changes needed before proceeding
Examples:
Status | What's Needed |
CHANGES_REQUESTED (Term Sheet) | Borrower must edit and resubmit |
CHANGES_REQUESTED (Funding Request) | Borrower must edit and resubmit |
What to Do: Make the requested changes and resubmit
"Active" Qualifier
Meaning: Item is operational and ready for use
Examples:
Status | What It Means |
ACTIVE (Master Commitment) | Facility is operational, borrower can create funding requests |
What to Do: Proceed with operations (funding requests, etc.)
"Approved" Qualifier
Meaning: Item has been approved
Examples:
Status | What Happens Next |
APPROVED (Funding Request) | Funding notice auto-generated |
Accepted (Term Sheet) | Master commitment auto-created |
What to Do: Proceed to next stage
"Rejected" Qualifier
Meaning: Item has been declined (final)
Examples:
Status | What to Do |
Rejected (Term Sheet) | Create new term sheet |
REJECTED (Funding Request) | Create new funding request |
What to Do: Create a new item addressing the rejection reasons
"Signed" Qualifier
Meaning: E-signature completed
Examples:
Status | What It Means |
BorrowerSigned (Term Sheet) | Borrower has signed, can now submit to FA |
What to Do: Proceed to submission
"Mapped/Unmapped" Qualifier (Loans)
Meaning: Loan pool assignment status
Status | Meaning |
Mapped | Loan is assigned to a pool |
Unmapped | Loan exists but not assigned to any pool |
What to Do: Map loans from Loan Registry using Map to Pool button
Verification Status Qualifiers (Batches)
Status | Meaning |
Pending | Not yet verified |
Reviewed | Verification complete |
Certified | Verified by third-party agent |
Self Certified | Verified by issuer (via verification agent login) |
Self Certify (Data Only) | Self-certified by issuer directly |
How Qualifiers Help
Clarify Position: Know exactly where an item is in its workflow
Indicate Next Steps: Understand what needs to happen next
Explain Actions: Understand why certain buttons are enabled/disabled
Track Progress: Monitor progression through workflows
Quick Reference
Qualifier | You're Waiting? | Action Required By |
Pending | Yes | Other party |
Review | Maybe | Reviewer decides |
Requested | No | You (make changes) |
Active | No | Ready for operations |
Approved | No | Proceed to next step |
Rejected | No | Create new item |
Signed | No | Proceed to submit |
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