Step by Step Submission for New Loans
Before submit your new loans, please make sure you have the following information.
1. Borrower basic information, name, phone number, adress, DOB and ssn, etc
2. Purpose of the loan (Why the borrower needs loan? Purcahse, working capital, etc)
Do you have the borrower's tax return and upload them now?
If you upload them now, we can import some of the data to the application.
Insider=> ask for the entity to make sure its borrowing entity => upload tax returns => import data (Borrowing entity) => import
Manually proceed to submit a loan.
Manual process => Ask for the loan type => depending on the loan type it will lead to different route