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How to Request More Information on Loan Purchases

Learn the step-by-step process to request more information after finding loans you're interested in purchasing.

By John Roberts

In this guide, you will learn how to request more information about loans you are interested in purchasing.

Let's get started

This demo will show you how to request more information after finding loans you are interested in purchasing. You have located the tile you are interested in and clicked on it.

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After identifying a loan tile and clicking on it, a tear sheet will appear.
Step #1: After identifying a loan tile and clicking on it, a tear sheet will appear.

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Review the tear sheet and determine that you are interested in buying the loans
Step #2: Review the tear sheet and determine that you are interested in buying the loans
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Step #3:

To request more information, click on "Submit Request."

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Click on "Submit request"
Step #4: Click on "Submit request"

The system will summarize the loan package, and you will submit it.

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Step #5:
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Click on "Submit"
Step #6: Click on "Submit"

You will see that your request has been sent.

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Click here
Step #7: Click here

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The seller will see a ticket appear in their window that represents your anonymous interest.
Step #8: The seller will see a ticket appear in their window that represents your anonymous interest.

They will review the request.

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Step #9:

They will preview the basket they have created and then finalize it.

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Click on "Preview Basket"
Step #10: Click on "Preview Basket"
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Step #11:
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Click on "Create Basket"
Step #12: Click on "Create Basket"

Once the basket is created, the buyer and seller simultaneously discover each other's identities and begin the negotiation.

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Step #13:

The next series will go through a negotiation. Please call or email with any questions.