Creating a Policy

To create a policy for a specific organization:
  1. From the Navigation menu, click POLICIES.
    The Policies page is displayed.

  2. Browse for the desired organization and click its + POLICY button.
    The Policy pop-up window is displayed.

    Note: Required fields are indicated on the screen with an asterisk.
  3. Within the POLICY NAME field, enter the name of the policy as it should appear under the organization expander.
  4. From the PROGRAM TYPE list, select the type of program.
    Available types are 7(a) and 504.
  5. If the policy is a 7(a), select the appropriate program from the 7(a) Program group.
    Available programs are:
    • CAPLines
    • Express Loan
      Note: If the program selected is Express Loan, select the type of Express Loan from the provided list. Options are:
      • Patriot Express
      • Export Express
      • SBA Express
    • Small/Rural Lender Advantage
    • Small Loan Advantage
  6. Select Use SBA Loan Agreement if the policy is to use this option.
  7. Click SAVE.
    The new policy is displayed within the associated organization.