Approving and declining a service request

Introduction

Service requests are customer-initiated actions on configurable services available through your web or mobile app. Once a customer completes an application, the request appears in your admin console, where you can take action to either approve or decline it.

This guide shows you the steps involved in approving or declining a service request on the Lendsqr admin console.

Step-by-step guide to approve or decline a service request

To approve or decline a service request:

1. Navigate to the “Service Requests” tab under the “Request Management” section of your Admin Console dashboard.

2. Pick any pending service request on your queue
   • Yellow pill indicates pending requests
   • Red pill represents canceled or declined requests
   • Green pill signifies approved requests.

3. Review the service request.
4. To approve a service request, navigate to the top right corner of the page and click “Approve Request.”

5. When you click “Approve Request,” a prompt will appear as a second check to confirm that you have verified the request meets all requirements.

6. To decline a service request, click the three-dot menu (…) next to the “Approve Request” button and select “Decline Request.”

7. When you select “Decline Request,” a prompt will appear as a second check to confirm your action. Click “Decline Request” to confirm your action.

Also read: Why we built our lenders’ web app and how it has changed lending forever