Generating a 327
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 you…
504 Submitting a 327 or Ship Request
The following information will walk you thru submitting a 327 or a Ship Request to SBA via ETRAN. * Click on SBA Submission in the Overview menu * Click the Application number in the grid. * Click on the Upload button * You will be prompted to input your CLS credentials. Click Next after you hav…
