Insights

Know What Happens to Every Application

Sentriq Insights helps your team keep track of every application outcome — approval status, settlement amount, finance company and more. No more spreadsheets or manual tracking.

app.sentriq.co.nz/applications/SM-10482

Application Outcome

Approved & Settled

Sarah Mitchell · SM-10482

Recorded
Finance Company

Alpha Finance

Loan Amount

$42,500

Outcome Date

14 Aug 2026

Notes

Settled same day. Customer confirmed delivery of vehicle.

Outcome recorded by James Chen · 14 Aug 2026, 4:12pm
Outcomes

Record the Outcome of Every Application

Record the outcome of every application and build a clearer picture of what happens across your finance workflow. Approved, settled, declined, withdrawn or not submitted, all captured alongside the application for easy tracking and reporting.

Approved & Settled

The application was approved and the finance was successfully settled.

Approved – Not Settled

The application was approved but the finance did not ultimately settle.

Declined

The application was submitted but declined by the finance company.

Withdrawn by Customer

The customer decided not to proceed with the application.

Not Submitted

The application was not submitted to a finance company.

Details

Capture the Details That Matter

Alongside the outcome, your team can record the information worth keeping — so the whole application stays together in one place instead of scattered across inboxes and spreadsheets.

  • Finance Company
  • Loan Amount
  • Settlement Date
  • Outcome Reason
  • Optional Notes
app.sentriq.co.nz/applications/SM-10482/outcome

Record Outcome

Outcome

Approved & Settled

Finance Company

Alpha Finance

Loan Amount

$42,500

Settlement Date

14 / 08 / 2026

Outcome Reason

—

Notes (optional)

Settled same day. Customer confirmed delivery of vehicle.
CancelSave Outcome
Reasons

Reasons Behind the Outcome

Where it's useful, your team can add a reason. Sentriq doesn't assess or decide anything — it simply records the reason the finance professional selects.

Approved – Not Settled

Interest rate too highRepayments too highLoan amount too lowCustomer changed mindVehicle purchase cancelledOther

Declined

Credit historyAffordabilityEmployment / incomeSecurity / assetPolicy criteriaUnknownOther

Not Submitted

Did not meet lending criteriaLender advised againstCustomer withdrew before submissionDocuments incompleteCustomer uncontactableDuplicate applicationCreated in errorOther
From Applications to Insights

Turn Every Application Into Actionable Insight

Sentriq Insights gives management a full view of what is happening across every application. Track outcomes, loan volumes and reasons behind applications that succeed or fail. Helping you identify trends, uncover opportunities and see where your process can improve.

app.sentriq.co.nz/insights

Application Activity

Last 12 months

Applications

0

Approved & Settled

0

Approved – Not Settled

0

Declined

0

Not Submitted

0

Approved & Settled
58%
Declined
17%
Not Submitted
11%
Approved – Not Settled
7%

Illustrative interface data shown for demonstration purposes only.

The Bigger Picture

More Than Document Collection

Sentriq helps finance teams keep the application journey connected — from the first document request through review, submission and final outcome.

  1. Enquiry

  2. Document Collection

  3. AI Review

  4. Submission

  5. Application Outcome