As an Enroller, one of your first jobs on the Exchange will be to review newly submitted loans from your Enrollees and decide if they are eligible for your program. This process will ultimately add those loans to your portfolio and allow you to see the subsequent servicing data for those loans as they are reported by the Enrollees.

Reviewing Submitted Loans

• Navigate to the New Loans page of the Exchange to view all newly submitted loans that are candidates for your program.

• Here you will see all newly submitted loans that you have not yet reviewed. Click the box next to the loan(s) you wish to begin reviewing and click “Start Review”.

• These loans will now move from the New Loans page to the Loans in Progress page of the Exchange.

• Select the loan you wish to review to view the “Loan Details” page. Here you can see all the provided loan metadata and documents necessary for your review process.

NOTE: To view a Document on a loan you can either click the Preview Icon or the Download Icon. Preview will load the document in the Exchange’s document viewer while Download will download the document to your computer to use your native application to view.