Texas Capital WarehouseNOW Sample eGuide

Importing a Release Request into WarehouseNow ® This step is only required if you did not select a Purchasing Lender at the time of your Funding Request or if you need to change Purchasing Lenders. Note: If you originally submitted the Funding Request to sell to an Investor, but now wish to sell the note to a Purchasing Lender (a Client to Client Loan Transfer), you will need to contact your Relationship Specialist to cancel the original release request. You will then submit a new Release Request following the steps below. This request MUST be completed before the cut-off time on the day the note is scheduled to ship. Requests made after the cut-off time will not ship until the next business day. 1. Login to WarehouseNow ® . 2. Click on Tasks . 3. Click on Enter Shipping Request . 4. Click the Import button. 5. Under Script , click on Import: Release Request_C2C 6. Click on the Import tab.

7. Click on the Browse button. 8. Click Add File to locate and select the completed Release Request Spreadsheet file. 9. Click on Open to attach the file. 10. Click on the OK button to close the window. 11. Click on the Submit button. Result: The Process Monitor tab opens and the results are displayed.

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10.01.2015 Version 4.0 – Client User Guide