Complete the Transaction Tab
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    Complete the Transaction Tab

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      Light
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    Article summary

    Description:

    This page describes how to complete the Transaction Information tab of the Service Request. 

    Details:

    1. Enter required information in red-outlined fields of Transaction tab.

    2. Select Yes or No for SBA Involvement and enter required information.

    3. Select Yes or No for Participation/Syndication Loan and Administrative Agent.

    4. Click Move to Collatera.


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