How can I board a loan?

If you are all done with the underwriting process and your loan is in the Ready for Boarding you can Board it by:

1. Select the loan (it can be found in the Ready for Boarding queue)

2. Click on the ACTIONS menu and select Board

3. If necessary, complete the Business Bank Account information and click on CONTINUE

- Depending on your configuration you may be asked also to select the Funding source on this step.

4. Validate the information and click on Submit Loan

Now, the loan is moved to the Boarded and Pending to Release queue.