Texas Capital WarehouseNOW Sample eGuide

Manually Adding a Funding Request To WarehouseNow ®

Note About Closing Agents The Closing Agent must be setup in the WarehouseNow ® system prior to submitting your Funding Request . To find out if the closing agent is already set up, please follow the instructions below. 1. On the workbench, click on Search . 2. Click on Closing Agent . 3. On the Closing Agent Search page, enter the ABA Number and Account Number into the appropriate fields. 4. In the Show Enabled/Disabled field, select Show All .

5. Click Find Now .

If the closing agent is not listed, or if the Disable Date on the record is dated prior to the current date, please contact Client Support at warehouselending@texascapitalbank.com to set up or re-activate the closing agent. If no results appear, then the closing agent is not approved and must be set up. Please refer to the Warehouse Lending Program Guide for closing agent set up requirements and procedures.

16

Client Support warehouselending@texascapitalbank.com 1.866.503.6365