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Loan Information Screen
Eligible Passive Company/Operating Company
The Eligible Passive Company/Operating Company (EPC/OC) section is only available when the total of borrowers and guarantors exceeds one.

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- Manage Parties Screen
  Manage and select Individual, Entity, and Sole Proprietorship parties from the Manage Parties screen.
- Eligibility Screen
  The Eligibility screen allows you to display the Loan Eligibility screen.
- Loan Information Screen
  - Loan Term
  - Use of Proceeds and Total Proceeds
  - Loan Payments
  - Capital Injection
  - Requested Tax Forms
  - Eligible Passive Company/Operating Company
    The Eligible Passive Company/Operating Company (EPC/OC) section is only available when the total of borrowers and guarantors exceeds one.
  - Debts
  - Ownership and Demographic Information
  - General Information
    The General Information section requests the number of copies of Form 159.
  - Private Lender
  - Proposed Use of Funds
    The Proposed Use of Funds screen is only displayed on the Loan Information tab when the current transaction is a 504 product.
  - Debenture Pricing
- Collateral Screen
- Financial Analysis and Authorization Screen
- Document Options Screen
- Summary Documents
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- Import Loans Screen

Eligible Passive Company/Operating Company

The Eligible Passive Company/Operating Company (EPC/OC) section is only available when the total of borrowers and guarantors exceeds one.

EPC (Eligible Passive Company): This checkbox option appears when there are multiple borrowers as an option for each borrower. Selecting this checkbox for a particular borrower indicates that they are an Eligible Passive Company and will be indicated as such on various documents with EPC specific information.

Note:

Only the first borrower should have this EPC checkbox selected. The first borrower EPC information defaults to the Loan Authorization. Setting the first borrower as the EPC also generates language on various documents to indicate EPC borrowers accurately (that is, Borrower's Certification, Eligibility Questionnaire, etc).

OC (Operating Company): This checkbox option appears for each borrower and guarantor when the number of borrowers plus guarantors exceeds one. If selected, the documents will print guarantors which are operating companies in addition to borrowers who are operating companies. The documents will also print all operating companies except for static documents which only have room for the first operating company.