--- title: "Help applicants understand where things stand" description: "Show submission, review and possible follow-up questions without making a financial application look automatically approved." canonical: https://caprivideo.com/industries/professional-services/financial-service-explainer-videos language: en updated: 2026-10-02 alternate_de: https://caprivideo.com/de/branchen/beratung-finanzen/erklaervideo-fuer-finanzdienstleister alternate_de_markdown: https://caprivideo.com/md/de/branchen/beratung-finanzen/erklaervideo-fuer-finanzdienstleister alternate_fr: https://caprivideo.com/fr/industries/professional-services/financial-service-explainer-videos alternate_fr_markdown: https://caprivideo.com/md/fr/industries/professional-services/financial-service-explainer-videos alternate_it: https://caprivideo.com/it/industries/professional-services/financial-service-explainer-videos alternate_it_markdown: https://caprivideo.com/md/it/industries/professional-services/financial-service-explainer-videos publisher: Capri Video --- # Help applicants understand where things stand “Submitted” and “approved” mean very different things to an applicant. A video can make those stages clear for one financial service, including where more information might be needed. Keep the ending true to the decisions still ahead. ![Hands working through documents with a calculator](https://caprivideo.com/content/images/accounting.jpg) *Illustrative stock photo: [Mikhail Nilov / Pexels](https://www.pexels.com/photo/a-person-working-on-the-documents-using-a-calculator-8297220/). [Pexels License](https://www.pexels.com/license/).* ## Give each application stage its own label Use a fictional application and neutral documents. Show review, a possible request for more information, and communication of the next step. If several outcomes are possible, make that clear in the sequence. A celebratory final scene can accidentally suggest universal approval, even when the narration is more careful. ## Prepare the example Bring current product documents, a reviewed script and the screens applicants actually use. Have the responsible specialist review the words and pictures together. Even a check mark can imply a decision that has not been made. ![A hand holding property keys indoors](https://caprivideo.com/content/images/keys.jpg) *Illustrative stock photo: [Jakub Zerdzicki / Pexels](https://www.pexels.com/photo/real-estate-agent-holding-new-home-keys-31015267/). [Pexels License](https://www.pexels.com/license/).* ## Check it with someone new to the service Put it near the application page and ask viewers to name the status at each stage. Confusing “submitted” with “approved” is a clear reason to revise a label or transition. Eligibility, terms and individual decisions remain part of the actual review, even when the application process looks straightforward. ## Related reading - [Show customers how your service works](https://caprivideo.com/guides/b2b-explainer-videos) - [What does “paid” mean in your finance software?](https://caprivideo.com/industries/software-saas/finance-software-explainer-videos) ## Related pages - [Industry group: Advice & business services](https://caprivideo.com/industries/professional-services) - [A little more background: Show customers how your service works](https://caprivideo.com/guides/b2b-explainer-videos) - [A benefits request, from receipt to review](https://caprivideo.com/industries/professional-services/benefits-explainer-videos): Explain where members find updates, who answers questions and why acknowledgment is different from a decision. - [Show residents how to report a maintenance problem](https://caprivideo.com/industries/professional-services/property-management-videos): Explain the reporting channel, the details needed and what a submitted request actually confirms. - [Help sellers understand working with your brokerage](https://caprivideo.com/industries/professional-services/real-estate-explainer-videos): A fictional listing journey can explain preparation, owner decisions and inquiry handling without promising a sale price or date. - [Make outsourced work easier to follow](https://caprivideo.com/industries/professional-services/bpo-explainer-videos): Two visual lanes can show what the client sends, what the provider does and what comes back when a task is complete. - [What happens after an IT support request?](https://caprivideo.com/industries/professional-services/msp-explainer-videos): Explain the contact channel, ticket updates and service boundaries using an ordinary request that clients can recognize. - [Explain a banking product before the advisor has to](https://caprivideo.com/industries/professional-services/bank-explainer-videos): Account opening, app, loans: show customers step by step how a banking product works and what they need for it. ## See your offer as a video We create a free watermarked video for your business from your website. Once it’s ready, you decide whether to keep it with a subscription. [Create my video](https://caprivideo.com/create) ## About Capri Video Capri Video (caprivideo.com) is an explainer video company that creates custom animated explainer videos for businesses in the United States and Germany. Script, illustration, animation, professional voiceover and music are included, and our team reviews every draft. All you need is your website link. - **Pricing:** Your first video is a free watermarked preview with three revision rounds, no credit card needed. To keep the original without the watermark, choose a monthly subscription: Starter at $99 a month with 2 credits or Growth at $299 a month with 8 credits, plus applicable sales tax, cancel monthly. A short video uses 1 credit, an explainer 2. - **Speed:** First reviewed, watermarked draft within 24 hours after you submit your website link. - **Revisions:** 3 revision rounds included with every video; for your first video they are part of the free preview. - [Start for free](https://caprivideo.com/create) · [All facts](https://caprivideo.com/about.md)