Texas Capital WarehouseNOW Sample eGuide

To determine why the import failed... 1. Click the Tasks tab on the vertical menu.

Note: If multiple funding requests are submitted on the same Funding Request Spreadsheet , determine which request(s), if any, were successfully imported into WarehouseNow ® by looking at the colored circles to the left of the Task number link. Tasks with a red circle have an error or errors. Tasks with a green circle were imported successfully. 2. Click on the Task number link. • One click on the Task number link displays funding details associated to the failed task. • Click again to display the error messages associated to the failed task.

Use the information in the error messages to determine why the funding request(s) failed to import into WarehouseNow ® .

• Determine if any information was mis-keyed. Make the correction and import the file again. • Determine if data was entered into the wrong column. Make the correction on the spreadsheet and import the spreadsheet again. • Determine if a required field is blank. Complete the required field and import the file again.

If the error indicates missing or incorrect required information…

If the error indicates that loan does not meet eligibility rules… • Contact your assigned Relationship Specialist with the job Task number and the reason for the exception. • Your Relationship Specialist will work with our Officers to determine if an exception will be allowed. • Your Relationship Specialist will contact you with the final decision. Please note the Task number when contacting your Relationship Specialist for assistance. This number will help them to locate the record in the system and allow them to better assist you during troubleshooting. Note: Before importing a corrected spreadsheet, be sure to delete any loans that successfully imported into WarehouseNow ® . Failure to do so may result in a duplicate file error during import.

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Client Support warehouselending@texascapitalbank.com 1.866.503.6365