Breaking down how to add additional owners in the loan import file for PPP Forgiveness
Adding and Updating Records
In the loan import file, there is a column for record_type. The inputs are:
- NP if record is a new person
- UP if record is updating a person from a previous upload
- RP if a person should be removed from the loan application
- Note: errors will return if you are attempting to remove the only related person to the loan
Please refer to the loan spec file for the specific fields that are required to be completed when uploading additional owners. Refer to the section entitled SUPPORT FOR ADDING ADDITIONAL PEOPLE, at the end of the document.