4. Initial Loans

Before you proceed to this step, please make sure your Portfolio Manager has approved you posting your initial loans and provided you with your PA2 login information. Do not proceed until you have heard from your Portfolio Manager.

STEP 4: INITIAL LOANS

5. Other Responsibilities

4.1: Watch training videos and take quizzes on posting loans

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4.2: Read frequently asked questions about posting loans

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4.3: Learn how to attract and engage lenders

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4.4: Download the borrower profile checklist

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4.5: Post initial loans and upload loan documentation

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4.6: Watch training videos and take quizzes on correcting issues with loans

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Follow the steps below to learn about how to post loans and about best practices for creating quality loan profiles. Your initial loans will be reviewed by your Portfolio Manager before going live for fundraising.

GO BACK TO TRAINING VIDEOS

CONTINUE TO OTHER RESPONSIBILITIES

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