Now that your loan has been enrolled, you can move on to servicing your loan during its lifecycle. Each program will have different requirements for what information is required and how often. Some programs require monthly updates with full details of how much money was repaid while others require only quarterly updates on the general health of the loan.

Below you will find general guidance on how to submit a servicing event to the system, please also refer to the guidance provided by your program sponsor to understand the specifics of your program.

• Navigate to the Loan Servicing page of the Exchange and click “Upload Events”

• Find the loan servicing template file you wish to upload and click “Open”

• If all validation rules pass, you will see the following screen, click “Commit” to finish uploading your servicing events.

• If all validation rules do not pass, you will see a screen similar to the one below identifying what issues are present with your file. Correct these issues and resubmit to complete the loan servicing upload process.