Texas Capital WarehouseNOW Sample eGuide

Attaching Supporting Documentation In certain circumstances, you may need to attach supporting documentation to your funding request. Please refer to the Warehouse Lending Program Guide for details. Note: Texas Capital Bank reserves the right to request additional documents upon review of the file. If additional documents are required for funding, a Texas Capital Bank Relationship Specialist will contact you via phone or email with the document request. Follow the steps below to attach the required documents. 1. Scan the documents into a single PDF 2. Click on Tasks . 3. Click on Attach Funding Package . Result: The Collateral Search tab appears with a list of collateral records. Note: For funding requests requiring supporting documents, funding packages must be attached individually to the appropriate funding request. 4. Locate the record. 5. Right click on the Collateral ID .

Result: A pop-up menu appears with a list of actions. 6. Select Attach Document File from the pop-up menu. Result: The Attach File window appears.

7. Click on the Add button and select the scanned document file for the funding request. 8. Click on Open . Result: The scanned document file is added to the list.

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10.01.2015 Version 4.0 – Client User Guide