Use Case 41
Review applications
Available steps and preparation
This video explains the controls available today and how to prepare. Some actions depend on permissions, approval or tools that are still coming soon; the guide identifies these steps.
Browse use cases for FranchiseStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
Preparation guide: the related platform tools are shown; this does not demonstrate a completed dedicated workflow. Check the limitations below.
1. Find the correct opportunity
Preparation only. Open Platform → Deal Room → Search your deals in the correct workspace. The safe capture has no client records.
2. Find the relevant status and stage
Open Deal Room → Filters. Combine Status, Stage and Search. The empty capture excludes client records. Filters do not change transactions.
3. Open the permitted deal
Choose Open deal in a permitted result. Review Checklist, the next item, Answer questions, Create a task and Documents. Resolve prerequisite items before locked stages.
4. Review the outcome and next step
Use the actual franchise application process to collect authorised evidence and record the decision. Where a permitted deal exists, general tasks and documents may support related work. Keep applicant consent and visibility clear. A filter change is not approval; the useful result is a clear review question and evidence gap, not automatic ranking or franchise acceptance.
Common questions
Short answers to what people ask most about this part of the product.
Does the platform automatically rank applications?
That specialised flow is not verified. Use the actual franchise process; general filters are preparation, not applicant assessment.
What can general deal tools support?
Where a genuine permitted deal exists, related evidence and questions can support review. Formal applicant criteria, consent and decisions belong to the actual franchise process.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Why is the next stage locked?
Read the checklist’s prerequisite message. Complete the earlier required items with the authorised responsible party before expecting later stages to unlock. Task completion alone does not confirm contractual completion.
Video transcript
You want consistent preparation for reviewing franchise enquiries. This is preparation only: a dedicated application intake or approval engine is not verified, and the franchise editor is disabled. General Deal Room filters explain transaction organisation but do not turn an enquiry into an application. Begin with the actual recruitment criteria and evidence you need. Open Filters in Deal Room. Status describes the overall state; Stage identifies a transaction step such as NDA and Access, Pre LOI Review, Offer, Escrow and Funding, Due Diligence or Close. Combine these with Search to find work. A filter changes the displayed list; it does not advance, sign off or approve the deal. In a permitted result, choose Open deal and review the checklist and the next required item. The deal offers Answer questions, Create a task and Documents. Later stages can stay locked until earlier required items are complete. Use the checklist to identify the evidence and responsible side. A progress percentage is not a probability of closing. Use the actual franchise application process to collect authorised evidence and record the decision. Where a permitted deal exists, general tasks and documents may support related work. Keep applicant consent and visibility clear. A filter change is not approval; the useful result is a clear review question and evidence gap, not automatic ranking or franchise acceptance.
Watch the video, or follow the written steps below. Both cover the same walkthrough.
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