Understanding the Advocate Platform Statuses

As part of our platform upgrade, we’ve redesigned and simplified status labels across the Advocate Platform to provide greater clarity and ease of use. Workflow logic has now moved to the task level, allowing case and policy statuses to serve as high-level indicators that are easier to understand and navigate.

Below is a breakdown of the new Case and Policy statuses, along with a mapping from the previous statuses to the new ones for reference.

🚩 Case Statuses

New Case Statuses

Status	Description
Draft	A case has been initiated but not yet submitted for review.
Open	The case is active and currently in progress, with tasks underway.
Approved	The case has passed all compliance checks and has been approved.
Deactivated	The case is no longer active—either pre-close or post-close.

Case Status Mapping

Previous Status	New Status
Draft	Draft
Resolving Compliance	Open
Resolving Issue	Open
Pending Documents	Open
Initial Audit	Open
Processing Submission	Open
Lender: Assistance Requested	Open
Coverage Missing	Open
Approved	Approved
Monitoring	Approved
Pre-close Deactivated	Deactivated
Post-close Deactivated	Deactivated

📄 Policy Statuses

New Policy Statuses

Status	Description
Open	The policy is active and undergoing review or updates.
Approved	The policy has met compliance requirements and is approved.
Deactivated	The policy is no longer active.
Lender: Action Required	The lender needs to take action to move the policy forward.

Policy Status Mapping

Previous Status	New Status
Advocate: Reviewing Compliance	Open
Broker: Pending Response	Open
Broker: Follow Up	Open
Lender: Assistance Requested	Open
Lender: Action Required	Lender: Action Required
Not Active	Deactivated
Approved	Approved

Why the Change?

These changes are designed to:

Reduce confusion by simplifying terminology
Decouple workflow logic from status indicators
Empower users to focus on actionable tasks at the task level, while using statuses to quickly assess the state of a case or policy

If you have questions about how these changes affect your workflow, please contact your Account Manager or reach out to support@tryadvocate.com.