Icon

How to Create a New Whole Loan on Capstack

This guide is for sellers who want to create and list a new whole loan offering on Capstack. It covers every step from downloading templates to submitting your loan to the marketplace.

By Tzvika Perelmuter

Overview

Capstack makes it simple for institutions to create and list whole loan offerings. This guide shows you how to access loan templates, prepare your loan data, and publish your offering to reach potential buyers in the marketplace.

Before you start

  1. Confirm your Capstack account is active and you have seller permissions

  2. Ensure you have the necessary loan data and documentation ready

  3. Have your completed loan information available in the required format

Getting started

To create a new whole loan offering, you'll start by accessing the New Offering section and selecting whole loans. From there, you'll download the appropriate template, complete your loan details, and upload the information to create your marketplace listing.

1
Click "New offering"
Step #1: Click "New offering"

From your Capstack dashboard, click "New offering" in the left sidebar to start creating a new loan listing.

2
Select "Whole loans"
Step #2: Select "Whole loans"

Select "Whole loans" from the offering type options.

You'll then see available templates for different loan types.

3
Click "download"
Step #3: Click "download"

Select and download the desired Excel template by loan type.

Templates are pre-formatted to ensure your loan data meets marketplace requirements.

4
Upload your completed document
Step #4: Upload your completed document

After editing the Excel template with your loan information, drag and drop or browse to upload your completed file.

5
Click "Next"
Step #5: Click "Next"

Review your uploaded information and click "Next" to proceed to the final step.

6
Review and submit
Step #6: Review and submit

Review your loan offering details one final time, then submit your listing to make it live in the marketplace.

7
Confirmation
Step #7: Confirmation

Click to close the confirmation dialog. Your listing is now active and you can track interest and requests through your Activity dashboard.

After you finish

  • Your loan offering will appear in the marketplace immediately

  • You'll receive notifications when buyers request access to your loan details

  • Track all activity and requests through your Activity dashboard

  • Respond promptly to buyer inquiries to maintain engagement

Troubleshooting

  • Template won't download: Check your browser settings and try again, or contact support

  • Upload fails: Verify your file is in Excel format and under the size limit

  • Missing required fields: Review the template carefully and ensure all mandatory fields are completed

Best practices

  • Use accurate descriptions in your loan data

  • Respond quickly to access requests from potential buyers

  • Keep all loan documentation organized and ready to share

How to Create a New Whole Loan on Capstack