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Capital Access Financial Systems

Capital Access Financial Systems (CAFS). Office of Capital Access What is CAFS? Electronic Lending origination (E-Tran) submit loan guaranty requests Electronic Lending servicing (E-Tran) update/edit existing loans 7A Connect view and export portfolio information Partner Information Management System (PIMS) lender information Lender Match referral tool for lenders and borrowers Leverages internet technology to reduce the turnaround time on loan guaranty requests Is integrated into your SBA software products and enables you submit electronically from your existing screens Provides increased efficiency and decreased costs in the loan guaranty origination , servicing processes, and reporting 3. Not Enrolled? 4. Creating CAFS Account 5. Creating CAFS Account 6. Requesting Access to E-Tran, etc. 7. Requesting Access to E-Tran, etc. Enter a location ID and select Submit . at the bottom of the screen 8. CAFS Customer Support 9. E-Tran - origination (Credit Scoring). Office of Capital Access Dashboard 11.

•Electronic Lending –Origination (E-Tran) –submit loan guaranty requests •Electronic Lending –Servicing (E-Tran) –update/edit existing loans •7A Connect –view and export portfolio information •Partner Information Management System (PIMS) –lender information •Lender Match –referral tool for lenders and borrowers

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