How to Create an Application

An application is the starting point for underwriting an applicant in RoxWrite.

This article explains how to create an application and outlines what information is required before generating underwriting reports.

Create an Application

1. Select Create Application 

2. Enter the DOT, Business Name, or MC number to pull applicant information from the FMCSA OR manually input the applicant information:

3. Select the eye icon to view DOT information
   1. You will see authority statuses and proof of insurance 
4. Choose "Select" for the business you would like to create a new application for
   1. Business information will auto populate from FMCSA - complete additional required fields notated with an asterisk (“*”) 
   2. Add Owner information - click ‘+’ symbol to add additional owners (up to 3 allowed)
   3. Add Debtor Information (optional)- Run credit on client’s debtors
   4. Select “Create Application” at the top right of the screen. This saves the application.

5. Once the application is saved, the prospect evaluation begins! 

Next Steps

After creating an application, you can generate reports to support underwriting decisions.

Learn how to generate and interpret reports:

Managing Application Status

Once an application is created, you can assign a status to reflect its current stage in the underwriting process. Application statuses help track progress and manage applications throughout review.

Application Statuses:

• New – The application is new, underwriting has not yet started.

• Under Review – The application is being evaluated.

• Needs More Information – Additional details or documentation are required to continue underwriting

• Pending – The application is awaiting an external action or outcome

• Cautionary Approval – The application is approved with conditions or identified risks that require monitoring.

• Approved – The application has been approved

• Declined – The application does not meet underwriting requirements

• Canceled – The application is no longer being considered

You can update an application’s status at any time as the underwriting process progresses.