How do I upload a file to an existing loan in Collateral360?

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Instructions

Navigate to the loan file.
In the menu on the left side of the loan file, click File Manager.

There are two ways to upload a file:

Browse to Upload

Drag and Drop to Upload

a. At the top of the File Manager page, click Browse.

b. Browse to the location of the file on your computer and double-click the file to upload it. A green confirmation message will display, and the file will appear in File Manager.

a. Drag a file from your computer and drop it into the rectangle at the top of the File Manager page. A green confirmation message will display, and the file will appear in File Manager.

The file upload process is complete.

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What's Next

Once I have submitted an SRF in Collateral360 how do I edit it?