Lender review.
Participation begins with verification of the lending business and applicable requirements.
Lender preparation
A thoughtful start.
A clearer path to reporting.
Good reporting begins before the first submission. Use this guide to organize your questions and prepare for a lender-review conversation.
Prepare here. Request onboarding when you’re ready.
This checklist is a planning tool; it does not submit an application or determine eligibility. Use the lender signup form for an onboarding request. Account access and loan-document submission are separate steps.
Your starting point
Four things
to think through.
Check items as you review them. No business details or borrower records are collected.
What comes next
Preparation is the beginning.
Verification is the next step.
The preparation checklist is not an approval or a reporting commitment.
Record requirements.
The information and supporting records needed for applicable commercial loans are established.
Reporting arrangements.
Reporting destinations, submission requirements, and the monthly process are confirmed during onboarding.
Keep the essentials clear
Before you begin.
Can every loan be reported?
Not automatically. The lender, business borrower, loan information, and applicable reporting requirements need to be reviewed. Preparing a checklist does not establish eligibility or activate reporting.
What should a lender prepare for onboarding?
Start with business and lending information, an overview of your commercial loan portfolio, and an understanding of how you maintain loan and payment records. Do not send borrower records through this public website. Specific onboarding requirements are addressed during lender review.
Can I sign up or upload loan files here?
Use the lender signup form to request onboarding when its secure connection is available. The one-time lender account setup fee is $499, followed by $59 per active loan per month. Submission does not collect payment, create portal access, activate reporting, or accept loan files. The separate preparation checklist stays on your device.