Preparing a Draft for submission typically requires two steps: Entering Loan Metadata and

Uploading and Tagging Documents. We’ll go through each step individually.

Entering Loan Metadata

Note: Each program will have different Loan Metadata they require for the Enrollment process. This guide will cover a generic set of instructions for using the Exchange. Additional details specific to each program should be provided by the Program Sponsor.

• From the Drafts page of the Exchange find the draft you wish to edit in the table and click on it, this will take you to the Edit Draft page shown below.

• There are four sections in the “Details” tab of this page: Connect ID, Business Info, Loan Info, and Program Questions. Fill out each of the required fields in accordance with the instructions provided by your Program Sponsor.

• • • • Connect ID is for programs that are also using CRF Connect, this creates a link between the two records for parties to be able to track Leads that have converted successfully to Loans.
      • Business Info is for information about the Business that has received the Loan.
      • Loan Info is for information about the Loan itself.
      • Program Questions are where you’ll find the data requirements that are specific to your program.

• As each section is completed, the “Loan Progress” card on the left of the screen will change from an open circle to a check mark to indicate section completeness.
• Once you are done updating the fields, click “Save” in the top right corner of the screen.

Uploading and Tagging Documents

Most programs will require one or more documents to be uploaded to a Loan to help validate the data provided in the Loan Metadata. The specific documents required will change per program so we will cover generic instructions for how to use the Exchange here. Your Program Sponsor will provide a more detailed list of required documents for your specific program.

• From the Edit Draft page, navigate to the “Documents” tab.

Note: On the left of the screen you will see a card called “Document Tags”. This card will show all the required documents that are necessary for you to submit your loan for enrollment. You can track your progress of uploading and tagging documents using this card to ensure you’ve completed the list before submitting your loan for review.

• Click “Upload Documents” to get started.

• Select the file(s) that you want to upload and click “Open”

Note: You can select multiple files at once and upload all of them in bulk.

• Your documents should now show in the Edit Draft page as shown below.

• For each document, click into the “Enter tag” space to assign Tags to each Document.

• Apply the appropriate tag(s) and move on to the next document until all have been properly tagged.

Note: The “Document Tags” card now shows all checkmarks, this means all required tags have

been satisfied and this draft can be submitted for review.

• Click “Save” to finish editing your draft.