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sfletche/Panda Application States.md

Last active June 26, 2017 21:22
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Panda Application States.md

Panda Application States

Concurrent Steps

Step

  • Record Notice Sent to Lender Date

Step

  • Verify Intended Scope of Work

Concurrent Steps

Sequential Steps

  • Generate Financing Documents
  • Send Automated Signature Request
  • Request Signature on Financing Documents
  • Record Signed Financing Documents
  • Require Consumer Verification (for Seniors)
  • Record Consumer Verification Date

Step

  • Verify Intended Scope of Work

Step

  • Record Countersigned Assessment Contract

Concurrent Steps

Step

  • Notify Contractor to Proceed

Sequential Steps

  • Change Project Details
  • Generate Completion Documents
  • Send Automated Signature Request
  • Request Signature on Completion Documents
  • Record Signed Completion Documents

Step

  • Record Final Improvement Data

Step

  • Approve Funding Request

Concurrent Steps

Step

  • Record Date Payment Made

Sequential Steps

  • Generate Funding Documents
  • Generate Financing Agreement Documents
  • Record Lien Recordation Sent Date
  • Record Lien Recordation Date
  • Record Funded Date
  • Funded
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