Reference
Posting statuses
Every status a posting can be in, what its badge says, and whose move it is.
A posting's badge tells you whose move it is, not just how far along the job is. The colors follow one rule:
- Amber is your move. The badge names what you need to do, like Start Review or Send to Facility.
- Blue means you're waiting on someone else: the co-signer, the facility, or a court date. The badge starts with Awaiting or says what's in progress.
- Green is only for Released.
- Red means something was rejected: a payment or a facility submission.
- Grey is a brand-new posting nobody has picked up yet.
Every badge also has its own icon, so you don't have to rely on color.
From intake to release
| Badge | What it means | Whose move |
|---|---|---|
| New | A co-signer submitted a bail request online and nobody has picked it up yet. | Any agent: click Start Review to take it. |
| Start Review | An admin assigned the posting to an agent, but the review hasn't started. | The assigned agent: click Start Review. |
| Reviewing | An agent is working the file: checking details, pricing the bonds. | The agent: Approve, Request Info or Request Co-signer. |
| Awaiting Co-signer | You asked for another co-signer. The primary co-signer has to invite someone, and that person has to fill in their details. | The co-signers. The posting goes back to Reviewing by itself once the new co-signer joins. |
| Awaiting Info | You asked a co-signer for missing information. | That co-signer. |
| Review New Info | The co-signer sent the information you asked for. | The agent: check it, then Approve or Request More Info. |
| Awaiting Payment | You approved the posting and the price is locked. The primary co-signer has been sent the amount due. If a payment plan is on offer, they can pay its down payment instead. | The primary co-signer pays. If they pay you in person, use Record Payment. |
| Review Plan Request | The primary co-signer asked to pay through a payment plan. Nothing can be paid until it's answered. | The agent: Approve Plan with terms, or Decline Plan with a reason. Either way the posting goes back to Awaiting Payment. The co-signer can also withdraw the request. |
| Processing Payment | The co-signer is paying online and the payment hasn't settled yet. | Nobody. It settles by itself. You can Cancel Payment if it's stuck. |
| Verify Payment | The co-signer uploaded proof of a payment, or of a payment plan's down payment. | The agent: check the proof, then Confirm Payment or Reject Payment. |
| Payment Rejected | You rejected the co-signer's payment proof, or their online payment was declined. | The primary co-signer resubmits their proof or pays online again. If they pay you in person instead, use Record Payment. |
| Review Documents | The payment is in, in full or as a payment plan's down payment. The documents are ready for you to check. | The agent: Send for Signature. |
| Awaiting Signature | The documents are out for signature. | The co-signers sign on their bail page. The posting moves on when the last one signs. |
| Send to Facility | Everyone has signed. | The agent: Send via email, or Mark as Sent for a facility you fax or visit in person. |
| Awaiting Approval | The paperwork is at the facility, which hasn't answered yet. | The facility accepts or rejects on Appear. If the defendant is already out, use Mark Released. |
| Awaiting Release | The facility accepted the submission. The defendant is still inside. | The facility records the release on Appear. If it doesn't, use Mark Released. |
| Facility Rejected | The facility rejected the submission. The status card shows its reason. | The agent: Correct & resend. Everyone signs again before it goes back to the facility. |
After release
Once the defendant is out, the posting counts toward your liability until you exonerate it. Its badge says what's left to do before that:
| Badge | What it means | Whose move |
|---|---|---|
| Released | The defendant is out. | Add the defendant's court dates. |
| Awaiting Court Date | At least one court date is still ahead. | Nobody until the hearing. |
| Mark Attendance | Every hearing is behind the defendant, but at least one hasn't been marked attended or missed. | The agent marks attendance. |
| Exonerate | Every hearing is behind the defendant and marked. A released posting with no court dates recorded shows this too. | The agent: add any missing court dates, then Exonerate. |
| Exonerated | The court obligations are over. The posting no longer counts toward your liability. It's shown as a grey badge with a green shield. | Nobody. This is the end of the posting. |
A released posting on a payment plan can also show:
| Badge | What it means | Whose move |
|---|---|---|
| Verify Payment | The co-signer uploaded proof of an installment or of the remaining balance. | The agent: Confirm or Reject it on the Payment card. |
| Payment Overdue | An installment is still unpaid after its due date. | The agent: follow up with the co-signer, or Record Payment on the Payment card if they paid in person. |
These two outrank the court-date badges, since the plan needs you whatever the hearings say. See Collect installments and payoffs.
Where you see these badges:
- On the posting itself, you see Awaiting Court Date, Mark Attendance or Exonerate, or a payment plan's Verify Payment or Payment Overdue.
- On the Dashboard, released postings only show up once they need you, as Mark Attendance, Exonerate, Verify Payment or Payment Overdue in the Waiting for agent lane.
- On the Postings list, a released posting shows Awaiting Court Date while a hearing is ahead, and Released otherwise.
Closed and Archived
Closed and Archived aren't statuses. They're extra badges an admin can put on a posting, and they sit beside its status:
- Closed means the job ended without a release, for example because the family went with another agency. It's only possible before a payment is in. The co-signers are told when a posting is closed and when it's reopened.
- Archived files a posting away. It's silent: nobody is notified.
While a posting is closed or archived, nothing on it can change. When an admin reopens or unarchives it, it picks up at the same status it was in.
Other badges on a posting
- Web intake or Manual: how the posting started. See Three ways a posting starts.
- The assigned agent's picture, or Unassigned.
- On the Payment card, Unpaid, On plan or Paid. On plan means the posting is paid through a payment plan that still has principal owed.