General Questions

• What is CRF Exchange?
• What are the core concepts of CRF Exchange?
• What is the "Reports" Feature?

Loan Enrollment

• What are the enrollment stages on CRF Exchange?
• What is a “Draft” on Exchange?
• What is Loan Validation?
• What happens when a loan is rejected?

User Administration

• How do you configure your Partner Information?
• How do you invite new users?
• What are the different User Permissions?
• How do you disable users?

Key Enrollee Jobs

• How do you create New Loan Drafts via the User Interface?
• How do you create New Loan Drafts via the Import Function?
• What are the steps in preparing a Draft for Submission?
• How do you Submit a Draft to a Program?
• How do you delete Drafts from Exchange?
• Moving Loans Through the Enrollment Process as an Enrollee

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Key Enroller Jobs

• How do I Review Submitted Loans?
• How do I Accept Submitted Loans?
• How do I Reject Submitted Loans?
• How do I View a Single Loan's Service Activity?
• Using the Servicing Summary Report
• Working with Reporting Periods in the Exchange

Getting Help

• Submitting Feedback via the Feedback Button