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LoanFile - Publishing & Selling
5
How do I Publish a Loan?
What is an unpublished versus published loan?
How do I add existing Syndicate Members to my loans?
How do I invite purchasers to review my loans?
How do I Stop & Resume Syndicating a loan?
LoanFile - Access & Dataroom
3
How do I set Access to my loans?
What is Basic versus Full Access to a loan?
How do I use the Dataroom?
LoanFile - Changing Details
3
Can I change the Premium or Discount or Interest Rate Spread for my loans?
How do I amend or take other actions requiring a vote of the syndicate?
Can I change my Maximum Syndication Percentage for a loan?
LoanFile - Borrower Payments
3
How do I record borrower payments and make distributions to the syndicate?
What if the loan already has a number of borrower payments?
How do I update loan performance?
Account
3
What are child accounts and how do I use them?
How do I verify a bank account?
How do I change my Notification settings?
Buying & Reselling
3
How do I purchase a loan?
How do I request Full Access to a loan?
How do I resell a loan?
Miscellaneous
3
What is a “group” and how do I use them?
How do I initiate a Discussion with the syndicate?
What are the rights and responsibilities of the originator and syndicate?
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