---
title: "Application Summary and Record Toolbar"
canonical: "https://bizcore.refined.site/space/BCKB/2058551300/Application%20Summary%20and%20Record%20Toolbar"
format: markdown
---
> Macro (toc)
# **Overview**
When an Application Record is [created manually](https://bizcore.refined.site/space/BCKB/2004156427), after a [lead is converted](https://bizcore.refined.site/space/BCKB/1776975877/Lead+Management), or automatically depending on the [Application Form configuration](https://bizcore.refined.site/space/BCKB/1776615437/Application+Form+Setup#Application-Form-Details-Setup), users have a number of features available to assist with assessing and managing the application. This document provides an overview of the Application Summary and Record Toolbar. For specific information about the [Loan Application Process](https://bizcore.refined.site/space/BCKB/1779826689/Loan+Application+Process) consult the relevant documentation page.
---
# **Application Summary**
Every Application is accompanied by a summary that is visible within the Record. After accessing an Application Workspace Record, the summary will provide overview of key details:
Starting from the top left and moving down, then across to the right, the explanations of the summary information are as follows:
| **Heading** | **Description** |
| --- | --- |
| Application Summary | The heading for the Application Summary will display the Application’s unique [reference number](https://bizcore.refined.site/space/BCKB/1783890004/Records+%26+Statuses#Overview) in brackets. |
| Product Name | Below the Application Summary heading and reference number, the [Name](https://bizcore.refined.site/space/BCKB/1776680977/Loan+Product+Setup#Using-the-Creation-Wizard) of the Loan Product linked to this specific application is displayed. |
| Amount | The dollar amount being requested by the applicant. Users can edit this amount by clicking the **Pencil **✏️ icon, which will also update the [Loan Amount](https://bizcore.refined.site/space/BCKB/1779826689/Loan+Application+Process#Loan-Setup) field in the Loan Setup Widget. |
| Frequency | The repayment frequency requested by the applicant. Users can edit the frequency by clicking the **Pencil **✏️ icon. |
| Loan Reason | The reason for the loan, provided by the applicant when using the Application Form, or a user when creating the application manually. |
| Length in Weeks | The length of the loan term, in weeks, being requested by the applicant. Users can edit this by clicking the **Pencil **✏️ icon, which will also update the [Loan Term in Weeks](https://bizcore.refined.site/space/BCKB/1779826689/Loan+Application+Process#Loan-Setup) field in the Loan Setup Widget. |
| Status | The current [status of the application](https://bizcore.refined.site/space/BCKB/1783890004/Records+%26+Statuses#Application-Statuses). This may automatically change to reflect the progress and state of the application, or can be manually adjusted by the user by clicking on the **Update Status ⇆** icon. |
| Date | The date the Application Record was created. |
| Lead Provider | If any [URL Identifiers](https://bizcore.refined.site/space/BCKB/1986101266/Passing+URL+Identifiers+to+Biz+Core) are encoded into the application form URL, the `leadSource=` information will be displayed here. |
| Assigned To | Displays the user the application is currently assigned to, or empty if the application is unassigned. More information about assigning applications to users can be found below in **Record Toolbar**. |
# **Record Toolbar**
Along to top of each Application Record is the Record Toolbar, providing tools and features for managing the application:
| **Tool** | **Description** |
| --- | --- |
|  | Clicking this icon will add a direct URL link of the Application Record to the user's clipboard, allowing them to share it or access the application directly. |
|  | Clicking this icon will refresh the Application Record, updating it to display the most recent information and ensuring real-time data accuracy. |
|  | Users can click this icon to add a note to the Application Record, these will be added to the [Messages tab of the Side Panel](https://bizcore.refined.site/space/BCKB/1783857153/Side+Panel#Messages). |
|  | Clicking this icon will open the [Reminders tab of the Side Panel](https://bizcore.refined.site/space/BCKB/1783857153/Side+Panel#Reminders), allowing the user to add or manage reminders for the application. |
|  | Clicking this icon will launch the document upload wizard, allowing users to upload documents, images or files to be stored in the [Documents tab of the application’s Side Panel](https://bizcore.refined.site/space/BCKB/1783857153/Side+Panel#Documents). After launching the wizard users can click the **Choose files** button or drag and drop files into the **Drop Zone**, before clicking **Upload All** to add them to the record. |
|  | Clicking this icon will launch a popup, where a user can be selected from the dropdown menu to have the application assigned to them. A list of applications assigned to specific users can be searched for using [Filters in the Application Workspace](https://bizcore.refined.site/space/BCKB/1778483201/Workspaces#Filters). |
|  | Users can click this icon to send the customer an email and SMS with a link to a secure portal, requesting their statements. More information about this can be found in [Request and Refresh Bank Statements](https://bizcore.refined.site/space/BCKB/1817247748/Request+and+Refresh+Bank+Statements#Request-Bank-Statement).
> ℹ️ To utilise the integration in Biz Core, subscribers are required to have an active account with Illion Bank Statements or Credit Sense. If users have an account and require assistance setting up this integration, please contact [support@bizcore.com.au](mailto:support@bizcore.com.au). |
|  | Users can click this icon to refresh bank statements for customers where they have previously been collected in the past. More information about this can be found in [Request and Refresh Bank Statements](https://bizcore.refined.site/space/BCKB/1817247748/Request+and+Refresh+Bank+Statements#Refresh-Bank-Statement).
> ℹ️ To utilise the integration in Biz Core, subscribers are required to have an active account with Illion Bank Statements or Credit Sense. If users have an account and require assistance setting up this integration, please contact [support@bizcore.com.au](mailto:support@bizcore.com.au). |
|  | This icon will be visible in cases where a Customer already existing in Biz Core submits an additional Application, and their personal or contact information differs between what is already stored within their Customer record and their newly submitted Application. Users can click the icon to view the discrepancies, and update the existing Customer Record. More information about this can be found in [Application Form Customer Matching](https://fsoftsolutions.atlassian.net/wiki/spaces/BCKB/pages/2190606337). |