Texas Capital WarehouseNOW Sample eGuide

Pop-up Blockers Turn off pop-up blockers on the deployed WarehouseNow ® application web site. Methods vary based on the deployed pop-up blocker technology (if any). Other Required Equipment A scanner may be required to submit documents to fund loans. Scan the documents into a PDF file and attach the file to the appropriate record in WarehouseNow ® . Encryption Software Loan-level information will be securely uploaded to WarehouseNow ® at the time of Funding; however, there may be times when you may need to send an email to Texas Capital Bank related to a funding request. Much of the borrower information we deal with on a daily basis is sensitive in nature and should be transmitted using encryption software in order to protect the borrower’s personal information. Some of the common information that should be sent using encrypted email includes, but is not limited to: • Credit History • Credit Scores • Criminal History • Driver’s License Numbers • Government Issued ID Numbers • Medical Information • Payment History • Personal Financial Information • Social Security Numbers • Tax ID Numbers All Warehouse Lending employees are required to send secure emails containing sensitive data. Warehouse Lending clients are encouraged to utilize encryption software when emailing sensitive borrower information. Some additional reminders include: • When forwarding or replying to emails, read previous messages to ensure that no sensitive information is included. If so, delete or send via encrypted email • When forwarding a loan pipeline report or other attachments, always use encrypted email • When renewing your TCB Warehouse Credit Facility, send the application and any supporting documents via encrypted email • When in doubt, send the email via encrypted email • Account Balances • Account Numbers • Addresses • Age • Birth Dates • Credit Card Numbers

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Client Support warehouselending@texascapitalbank.com 1.866.503.6365