• Before using the Exchange, be sure you have populated a Loan Creation template in line with your program guidelines. Your program sponsor should be able to provide you with an Excel template along with instructions on how to fill it out. Once this is done you’re ready to upload your file to the Exchange.

• Navigate to the Drafts page via the left navigation bar.

• Click the arrow next to “Create Loans” to show the “Import Loans” optional button. Click “Import Loans”.

• Select the file you wish to upload. Click “Open”.

• If your file is formatted properly you will see the following confirmation dialog. Click “Commit” to load these drafts into the Exchange.

• Your new Drafts will now appear in the Drafts page’s table view. You can click on any one of them to start preparing your draft for submission.

NOTE: Once you add a Loan ID to the system, you cannot edit that Loan ID. You will need to delete the current Draft/Loan if you need to enter a new Loan ID.