Client statuses help staff understand where a client is in the program lifecycle.

Statuses are used for filtering, workload review, dashboards, and operational reporting. Keep them current so staff can trust the Client List and related reports.

Statuses in CDM

CDM supports the following client statuses:

• Pre-Application
• New Applicant
• Inspection
• Out For Bid
• In Loan Processing
• Construction
• Closed
• Closed/Incomplete
• Not Eligible
• Withdrawn
• Funds Not Available

What Each Status Means

Pre-Application

Use when a client is known to the agency but a complete application has not yet been received.

New Applicant

Use when an application has been started or received and staff are beginning intake or qualification work.