Texas Capital WarehouseNOW Sample eGuide

9. Click on the magnifying glass icon ( ) to the right of the Investor field. Result: The Lookup: Investor pop-up appears with the code and investor description.

10. Click the x on the right corner of the pop-up to close the lookup. 11. Click the on the Collateral Add tab to close the screen. What if I need to change my investor? Submit the release request in WarehouseNow ® before 1:00 p.m. CT on the day the note is scheduled to ship. How do I know my loan has been closed/completed? You can view the status of your funding requests by checking the icons and the stage/date field for your loan. To view a list of funding requests: 1. Click on Search . 2. Click on Funding Advances . Result: The Funding Advance Search tab opens. 3. Input your customer code into the Customer field. 4. Click on the Find Now button. Result: A list of funding advance records appears. Funding Icons Cleared/Confirmed Collateral – Status Removed, Inactive Collateral – Stage Repaid How do I add an additional user to my WarehouseNow ® account? A manager must contact your Relationship Specialist via email and provide the following information: • Name of User • Company Name • Company Address • Phone Number • Fax Number • Email Address • Job Title • User Permission; please select one of the following: Icon Type Description Funding – Stage

o Administrator – User can perform all functions in the system o Funding – User can submit funding requests and access reports o Shipping – User can submit shipping requests and access reports o Repayment – User can review investor payoffs, then match to the appropriate loan file. User can also access reports.

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10.01.2015 Version 4.0 – Client User Guide