You can generate a 327 within the loan file. You can then add the 327 to your loan's document storage and/or include it in a submission.

 

In a loan:

 

• Click Documents.
• In the Documents submenu click Generate.
• Use the search bar to search for "327". If you do not see any results, you may have to adjust your filters.

 

 

• If you want to generate more than one 327 use the checkbox to select which ones you want to generate then click the Generate button. A pop up will appear

 

 

• To generate a single 327, click the 327 you would like to generate. A pop up will appear.

 

 

• Select Download Files for the destination. Select PDF as the Format. Click Next

 

 

• The 327 will generate and download as a PDF to your local machine. If you selected multiple 327s, the download will be a zip file containing all the forms you have selected. Depending on your settings, you may have to choose where to save the download before the download starts.
• Once the file is downloaded, you can add it to your Ventures document store by following the instructions here. You can submit it to the SBA by following the instructions here.