Adding, Updating, and Removing PEOPLE from PPP Forgiveness Loan File Import

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.

Troubleshooting Record Errors: