How to: Set Up a Loan Out Company

Step 1: Click MY LOAN OUT COMPANY on the left navigation.

2021-11-22 16_49_14-Dashboard

Step 2: Fill out all required fields in the Loan Out Company Information section.

2021-11-22 16_50_28-Create Loan Out Company

The information remains editable at any time, except for the Company name and Tax ID. These 2 fields are locked as soon as the loan out company is created.


If the Company Name or Tax ID Number (EIN) need to be updated after start work has been submitted, please contact GreenSlate Support.

Step 3: Fill out all required fields in the Company Incorporation section.

2021-11-22 16_52_37-Create Loan Out Company

GreenSlate does not accept Partnerships, Trusts, and Estates.  Your selection should match section 3 of your W-9 form.

Step 4: Upload Articles of Incorporation and any other required documents. Please note, the file uploader on the right will vary depending on LLC type (C or S).

2021-11-22 17_10_14-Slack _ Quentin Frismand _ GreenSlate

More information about notice CP261 can be found at:


More information about notice CP261 can be found at:

 Step 5: Click ADD STATE to add all qualified states. 

2021-11-22 17_26_57-Slack _ Quentin Frismand _ GreenSlate

Step 6: Upload any relative documentation such as Certificates of Good Standing.

2021-11-22 17_28_34-Slack _ Quentin Frismand _ GreenSlate

 Step 7: Click SAVE.

2021-11-22 17_30_01-

Step 8: Review the preview of the W9 and click SAVE.

2021-11-23 14_47_01-Create Loan Out Company

To submit a loan out start work packet, follow the steps here.