What each status means

Enrollment statuses

pending — created, nothing sent yet.
disclosure_delivered — the Consumer Credit File Rights disclosure has gone out, awaiting signature.
disclosure_signed — signed; the contract can now be signed.
contract_signed — signed; the cooling-off clock is running.
cooling_off — waiting out the statutory period. No work may be done.
active — work may begin.
terminated — final. No further transitions are possible.

awaiting_import — waiting for you to upload the client’s credit report.
awaiting_audit — the report is in; run the AI audit.
awaiting_selection — the audit is done; choose which items to dispute.
awaiting_letters — items chosen; draft the letters.
awaiting_approval — letters are drafted and need an owner or admin to approve them for mailing.
mailing — handed to the mail provider. Individual letter statuses update as each piece is sent.
waiting — mailed; the reinvestigation window is running. Nothing to do yet.
diffing — a re-imported report is being compared against the original.
completed — the round finished and its results are verified. This is the state that makes work billable.
closed — the round ended without completing.

Still stuck? Reply to any email from us with the client id and what you were doing, and we’ll pick it up from there.