The Questionnaire menu option in the Eligibility menu is only available for 504 and 7A loans. The questionnaire menu is different for each loan type.

• Click Eligibility in the loan overview page.
• Click Questionnaire in the submenu that appears. 

504 loans:

• The Tab labeled Section 1 looks a little different to the other tabs. Click on the name of the Company to fill in information for said company.

• When you click on the name, a pop-up will appear. Answer the questions and click save. Do this for every Eligible Passive Concern, Operating Company and Co-Borrower for the application. If you do not see them list in the table, it means you may need to review your entity structure. Click here for our knowledge base section on entities.

• Go through and fill out the remaining sections. Make sure to click save after filling each one out.
• In the tab labeled Section 4: 1 make sure to fill in the Contract Underwriter. Tip: If the Underwriter is an Employee, check the Employee radio button and leave the field blank. The form will auto populate the Credit Analyst from Partner Contacts.

• On the Etran Related tab, make sure you indicate if the Applicant business meets size standards. This is required for 504 ETRAN transmissions

• You can Generate form 1244 and Form 1244: Individual Section from any tab. They can also be generated from the documents sections.

7A loans:

• The Questionnaire page for 7A loans allows you to fill in information for form 1920. The tabs at the top are arranged in order of the sections. Go through each tab and fill in the information. Click save on each tab when you finish filling it out.

• You can generate form 1919 and form 1920 from the bottom of any tab on this page.