1 / 11

Standard 7(a) Loan Guaranty Processing Center

Standard 7(a) Loan Guaranty Processing Center. LGPC 10 -Tab Submission PDF Tutorial. See Video Tutorial. System Requirements. LGPC Submission Template (tabs 1-5). pdf LGPC Submission Template (tabs 6-7). pdf LGPC Submission Template (tabs 8-10). pdf

renata
Download Presentation

Standard 7(a) Loan Guaranty Processing Center

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Standard 7(a) Loan Guaranty Processing Center LGPC 10-Tab Submission PDF Tutorial See Video Tutorial

  2. System Requirements LGPC Submission Template (tabs 1-5).pdf LGPC Submission Template (tabs 6-7).pdf LGPC Submission Template (tabs 8-10).pdf Adobe Acrobat (full version – not just Adobe reader) Adobe Printer PDF-Enabled Scanner

  3. Overview The LGPC 10-Tab submission pdfs are provided to enable you to submit an application with indexed tab dividers. You create your package simply by dragging your completed loan pages into the submission pdf file templates. This is done by selecting the thumbnail images in your source document and dragging them behind the appropriate dividers in the thumbnail section of the submission pdf files. Please do not print the templates and insert them between the pages of your application. This is not the correct way to submit a loan package.

  4. Suggestions Always use a clean copy of the 7a Submission Templates. Although not required, two monitors are highly recommended. Prior to starting, close or minimize any other applications you might have open.

  5. Forms Preparation For fillable forms to be signed: Fill them out electronically, print, sign and date them, and then scan them in as PDFs. For electronic documents that don’t require signatures: Print them as PDFs by selecting Adobe PDF as the printer. When all required forms are ready to be submitted, sort them according to the order of Tabs in the LGPC Submission Template, and scan them in as one or more PDFs. Save the pdf(s) to a place you can easily access with the templates.

  6. Open the pdf Files After your loan documents have been sorted and scanned as PDFs: Close or minimize any other applications you might have open (if you have not already done so). Open the file “LGPC Submission Template (tabs 1-5).pdf”. Fill out the cover sheet (page 1 of the template). Open the PDF file that contains your completed forms that will be inserted into the pdf for tabs 1-5.

  7. Set up the View With only these two windows active, right-click on the taskbar and select Tile Windows Vertically. (You should now you have the side-by-side view.) Drag the 10-tab submission pdf to the left side. Drag your documents pdf to the right. Press F4, or select the page thumbnails in the left navigation pane to view the page thumbnails for each pdf.

  8. Drag and Drop Tips • To select a range of pages, in the thumbnails section, click the first page of that form, scroll to where you can see the last page, hold down the SHIFT key, then click on the last page of that form. This will select all the pages from the first through the last page. • To select multiple pages that are not in sequence, hold down the ctrl key and click the individual pages you want to select. • Save the changes to the submission pdf each time you drag docs to it. • Note: If you are unsure where any document belongs, refer to the tabs layout or other forms/agreements. Please do not place any documents or forms into a divider where they do not belong.

  9. Drag Your Forms tothe Submission Template Select your completed Submission Checklist pages (from the thumbnail section of your source pdf) and drag them to the thumbnail section of the Submission Template immediately behind the yellow tab named Submission Checklist. Select the completed Form 4 pages in your source document and drag them to the submission template immediately behind the yellow Business Application tab. Repeat these steps until all of your documents have been moved into this submission pdf (saving your work each step of the way).

  10. Continuing the Process When all docs have been moved into the tabs 1-5 pdf file, save and close it. Open the Submission Template (tabs 6-7).pdf file and forms that will go into it, tile them side by side, and repeat the process of moving your completed forms into it. Repeat this process for the 3rd submission pdf, if applicable. As you do more, this process will get easier!

  11. Submit your Application Compress your submission pdfs into a zip file. (It makes it easier to send and receive them and helps ensure the entire package is received.) Note: Only submit the templates that are applicable to your loan. (i.e. if your “7a Loan Submission Template (tabs 5-6).pdf” file is blank, you do not need to submit it.) Send the application electronically through sendthisfile with 7aLoanProgram@sba.gov as the recipient.

More Related