---
title: How to add funding in a line of credit loan?
description: This article discusses how to add funding in a line of credit loan.
---

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October 9, 2026

# How to add funding in a line of credit loan?

## This article discusses how to add funding in a line of credit loan.

The **E**nter Draw Information multi-step assistant will guide you through the necessary steps to process borrower draws against line-of-credit type loans. The assistant will use the information located in the Line of Credit tab in the Terms page of the loan file to calculate transaction fees, and to ensure rules such as minimum and maximum draw amounts, credit limit and draw period are enforced.

TIP: Funding **increases** the loan's principal balance.

TIP: The terms **Funding**, **Draws** or **Cash Advances** are synonymous and commonly used for HELOCs and Lines of Credit.

There are 3 ways to add funding to a conventional loan in The Mortgage Office®: from the [Lines of Credit grid](https://help.themortgageoffice.com/knowledge/how-to-add-funding-in-line-of-credit-loan#LOC-grid),<https://help.themortgageoffice.com/knowledge/how-to-add-funding-in-line-of-credit-loan#all-loans-grid> from the [loan file](https://help.themortgageoffice.com/knowledge/how-to-add-funding-in-line-of-credit-loan#loan-file), or through [Tasks & Reports](https://help.themortgageoffice.com/knowledge/how-to-add-funding-in-line-of-credit-loan#T-and-r). 

### **To add funding from the Lines of Credit grid:**

- Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®.
- Click the **Loans** drop-down.
- Click **Lines of Credit** below **All Loans** from the menu located on the left of the window.
- From the grid, select the loan to add funding.

TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=214&height=25&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to use find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) and [How to use the data grids.](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hsLang=en)

- Click ![action-png-1](https://help.themortgageoffice.com/hs-fs/hubfs/action-png-1.png?width=15&height=15&name=action-png-1.png) from the options available on the top panel and select ![db](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/db.png?width=15&height=15&name=db.png)**Add Funding** from the list.

- Enter the following information:

TIP: When entering a funding directly from the **All Loans grid**, the Loan Account field is disabled and **automatically** populated with the loan's account number and primary borrower's name, and available credit.

| **Field:** | **Description:** |
| --- | --- |
| **Date of Draw** | Enter the **effective** date of the draw. TIP: Draw dates on the first day of the billing period are assumed **full period**. For example, a draw date of 7/1/2007 to a loan with a billed-through date of 6/30/2007 will accrue a full period worth of interest. TIP: Draw dates on or before the loan's billed-through date are **not** allowed. TIP: The draw will start accruing finance charges as of **this** date. |
| **Draw Fee** | Enter the transaction fee or press **Tab** to accept the calculated amount. INFO: The amount of Draw/Transaction Fee field is automatically calculated each time you change the Amount of Draw. The calculation is based on the information entered in the loan's **Line of Credit** tab, in the loan ![list check 60](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/list%20check%2060.png?width=23&height=18&name=list%20check%2060.png) **Terms**. |
| **Reference** | You may enter up to 10 arbitrary alpha-numeric characters in this field for identification. |
| **Amount of Draw** | Enter the total **amount** of the draw. TIP: The draw amount must be **between** the Draw Maximum and Draw Minimum limits. TIP: Enter a zero-dollar amount to record a **sale/purchase** between two or more lenders. |
| **Trust Account** | Use the drop-down menu and select a **trust account** from the list or select None. TIP: Select None if you do not want to update a trust account with the additional funds and/or the payee check. |
| **Notes** | You may enter up to 255 characters. The notes entered are not disclosed to the borrower. |

INFO: Before you can proceed to the next step you must meet the following conditions:

- You must enter a valid borrower **account**.
- You must enter a valid date for the **draw**.
- The amount of draw must not be **zero**.
- The amount of the draw must not exceed the **available credit**.
- The amount of the draw must be **within** the loan's minimum and maximum draw limits.

- Click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=52&height=20&name=NEXT%20in%20blue%20box.png) **Next**.

- The **Payee Information** screen enables you to write a check to the borrower or a payee of your choice.
- If you want to write a **check**, enter the following information:

TIP: If you do not want to write a check at this time, leave the amount blank or enter zero and click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=52&height=20&name=NEXT%20in%20blue%20box.png) **Next**.

| **Field:** | **Description:** |
| --- | --- |
| **Pay to the Order of** | If the check is being issued to the borrower, simply click the Pay Borrower **hyperlink**; otherwise, enter a payee account or click the New Payee **hyperlink** at the bottom of the form to enter a new payee. Click ![image-png-Jun-28-2023-05-15-38-5051-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-28-2023-05-15-38-5051-PM.png?width=15&height=16&name=image-png-Jun-28-2023-05-15-38-5051-PM.png) to open a lookup window that allows you to select a payee from a list of existing records. For more details see [How to use lookup windows.](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hs_preview=ZvxqWlVz-116799074672&hsLang=en) |
| **No** | Enter the handwritten check **number** in this field. You may enter a maximum of 10 numeric characters. |
| **Date** | Enter the **date** of the check. |
| **Amount** | The amount displayed in this field is always the amount of the draw/cash advance and it **cannot** be changed. |
| **Handwritten** | Uncheck this box if you want to print a check; otherwise check this box and enter the **handwritten** check number in the No. field above. |
| **Edit Stub** | Click this **hyperlink** to enter or edit the check's stub information. CAUTION: The total amount entered in the check's stub will replace the amount of the draw and cause the draw/transaction fee to be re-calculated. |

INFO: Before you can proceed to the next step you must meet the following conditions:

- You must select a **payee** or select to pay the **borrower**.
- You must enter a valid check **date**.
- If you checked **Handwritten**, then you must enter a check **number**.

- Click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=59&height=23&name=NEXT%20in%20blue%20box.png) **Next.**
- The **Distribute Funding Amount** step is used to distribute the amount of the draw between one or more lenders. Upon entry, the grid is populated with all the lenders currently funding this loan and it displays each lender's account, name and percentage of ownership. The table below contains a list of the grid's available options:

| **Buttons:** | **Description:** |
| --- | --- |
| ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-06-2023-06-20-53-2436-PM.png?width=205&height=34&name=image-png-Jul-06-2023-06-20-53-2436-PM.png) | If needed, click to add one or more new funding lenders. To learn more read [How to add a funding lender](https://help.themortgageoffice.com/knowledge/how-to-add-a-funding-lender?hs_preview=NQMNThvp-119171990892&hsLang=en). TIP: The total funding amount must be distributed before the![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=62&height=24&name=NEXT%20in%20blue%20box.png) **Next** button is enabled. TIP: Enter a **negative** number to account for a purchase/sale or transfer of ownership between lenders. For example, if lender A is selling $5,000 of his ownership to lender B, then enter -$5,000 for lender A and $5,000 for lender B. |
| ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-06-2023-06-22-20-0519-PM.png?width=122&height=18&name=image-png-Jul-06-2023-06-22-20-0519-PM.png) | Click to reset all amounts to **zero**. |
| ![](https://help.themortgageoffice.com/hubfs/image-png-Jul-13-2023-09-33-22-6085-PM.png) | Click to distribute the funding amount to all lenders, based on their **ownership** percentage. |

TIP: Check ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) next to the lender to automatically withdraw the funding amount from the lender's designated bank account via ACH. You can **Select All** or **Clear All** lenders using the hyperlink at the bottom of the form.

TIP: The lender ACH information **must** be setup prior to using this functionality. To learn more see [Setting Up Lender ACH Information](https://help.themortgageoffice.com/knowledge/setting-up-lender-ach-information?hs_preview=vyWIfBGg-121075869278&hsLang=en).

NOTE: You must distribute the amount of the draw fully between **one** or **more** lenders before you are allowed to continue to the next step.

TIP:  You may, as many times as needed, use the **Next** and **Back** navigation buttons to retrace your steps and make changes.

- Click **Apply** to enter the draw and update all files or click **Cancel** to abort.

### To add funding from the loan file:

- Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®.
- Click the **Loans** drop-down.
- Click **Lines of Credit** below **All Loans** from the menu located on the left of the window.
- From the grid, select the loan to add funding to.

TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=222&height=26&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to use find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hs_preview=HVOdZgqP-118552067706&hsLang=en) and [How to use the data grids.](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hs_preview=iGfLglJv-112766338347&hsLang=en)

- Click ![image-png-Jun-23-2023-06-05-51-9477-AM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-23-2023-06-05-51-9477-AM.png?width=15&height=15&name=image-png-Jun-23-2023-06-05-51-9477-AM.png) from the options available on top panel or **double-click** on the loan.
- Click ![dollar-sign-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/dollar-sign-solid.png?width=15&height=15&name=dollar-sign-solid.png)**Funding** in the navigation panel on the left.
- Click ![db](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/db.png?width=15&height=15&name=db.png) **Add Funding** to open the **Add Funding assistant**.

- Enter the following information:

TIP: When entering a funding directly from a **loan file**, the Loan Account field is disabled and **automatically** populated with the loan's account number and primary borrower's name.

| **Field:** | **Description:** |
| --- | --- |
| **Date of Draw** | Enter the **effective** date of the draw. TIP: Draw dates on the first day of the billing period are assumed **full period**. For example, a draw date of 7/1/2007 to a loan with a billed-through date of 6/30/2007 will accrue a full period worth of interest. TIP: Draw dates on or before the loan's billed-through date are **not** allowed. TIP: The draw will start accruing finance charges as of **this** date. |
| **Draw Fee** | Enter the transaction fee or press **Tab** to accept the calculated amount. INFO: The amount of Draw/Transaction Fee field is automatically calculated each time you change the Amount of Draw. The calculation is based on the information entered in the loan's **Line of Credit** tab, in the loan ![list check 60](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/list%20check%2060.png?width=23&height=18&name=list%20check%2060.png) **Terms**. |
| **Reference** | You may enter up to 10 arbitrary alpha-numeric characters in this field for identification. |
| **Amount of Draw** | Enter the total **amount** of the draw. TIP: The draw amount must be **between** the Draw Maximum and Draw Minimum limits. TIP: Enter a zero-dollar amount to record a **sale/purchase** between two or more lenders. |
| **Trust Account** | Use the drop-down menu and select a **trust account** from the list or select None. TIP: Select None if you do not want to update a trust account with the additional funds and/or the payee check. |
| **Notes** | You may enter up to 255 characters. The notes entered are not disclosed to the borrower. |

INFO: Before you can proceed to the next step you must meet the following conditions:

- You must enter a valid borrower **account**.
- You must enter a valid date for the **draw**.
- The amount of draw must not be **zero**.
- The amount of the draw must not exceed the **available credit**.
- The amount of the draw must be **within** the loan's minimum and maximum draw limits.

- Click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=52&height=20&name=NEXT%20in%20blue%20box.png) **Next**.

- The **Payee Information** screen enables you to write a check to the borrower or a payee of your choice.
- If you want to write a **check**, enter the following information:

TIP: If you do not want to write a check at this time, leave the amount blank or enter zero and click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=52&height=20&name=NEXT%20in%20blue%20box.png) **Next**.

| **Field:** | **Description:** |
| --- | --- |
| **Pay to the Order of** | If the check is being issued to the borrower, simply click the Pay Borrower hyperlink; otherwise, enter a payee account or click the New Payee **hyperlink** at the bottom of the form to enter a new payee. Click ![image-png-Jun-28-2023-05-15-38-5051-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-28-2023-05-15-38-5051-PM.png?width=15&height=16&name=image-png-Jun-28-2023-05-15-38-5051-PM.png) to open a lookup window that allows you to select a payee from a list of existing records. For more details see [How to use lookup windows.](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hs_preview=ZvxqWlVz-116799074672&hsLang=en) |
| **No** | Enter the handwritten check **number** in this field. You may enter a maximum of 10 numeric characters. |
| **Date** | Enter the **date** of the check. |
| **Amount** | The amount displayed in this field is always the amount of the draw/cash advance and it **cannot** be changed. |
| **Handwritten** | Uncheck this box if you want to print a check; otherwise check this box and enter the **handwritten** check number in the No. field above. |
| **Edit Stub** | Click this **hyperlink** to enter or edit the check's stub information. CAUTION: The total amount entered in the check's stub will replace the amount of the draw and cause the draw/transaction fee to be re-calculated. |

INFO: Before you can proceed to the next step you must meet the following conditions:

- You must select a **payee** or select to pay the **borrower**.
- You must enter a valid check **date**.
- If you checked **Handwritten**, then you must enter a check **number**.

- Click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=59&height=23&name=NEXT%20in%20blue%20box.png) **Next.**
- The **Enter Draw Information** step is used to distribute the amount of the draw between one or more lenders. Upon entry, the grid is populated with all the lenders currently funding this loan and it displays each lender's account, name and percentage of ownership. The table below contains a list of the grid's available options:

| **Buttons:** | **Description:** |
| --- | --- |
| ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-06-2023-06-20-53-2436-PM.png?width=205&height=34&name=image-png-Jul-06-2023-06-20-53-2436-PM.png) | If needed, click to add one or more new funding lenders. To learn more read [How to add a funding lender](https://help.themortgageoffice.com/knowledge/how-to-add-a-funding-lender?hs_preview=NQMNThvp-119171990892&hsLang=en). TIP: The total funding amount must be distributed before the![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=62&height=24&name=NEXT%20in%20blue%20box.png) **Next** button is enabled. TIP: Enter a **negative** number to account for a purchase/sale or transfer of ownership between lenders. For example, if lender A is selling $5,000 of his ownership to lender B, then enter -$5,000 for lender A and $5,000 for lender B. |
| ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-06-2023-06-22-20-0519-PM.png?width=122&height=18&name=image-png-Jul-06-2023-06-22-20-0519-PM.png) | Click to reset all amounts to **zero**. |
| ![](https://help.themortgageoffice.com/hubfs/image-png-Jul-13-2023-09-33-22-6085-PM.png) | Click to distribute the funding amount to all lenders, based on their **ownership** percentage. |

TIP: Check ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) next to the lender to automatically withdraw the funding amount from the lender's designated bank account via ACH. You can **Select All** or **Clear All** lenders using the hyperlink at the bottom of the form.

TIP: The lender ACH information **must** be setup prior to using this functionality. To learn more see [Setting Up Lender ACH Information](https://help.themortgageoffice.com/knowledge/setting-up-lender-ach-information?hs_preview=vyWIfBGg-121075869278&hsLang=en).

NOTE: You must distribute the amount of the draw fully between **one** or **more** lenders before you are allowed to continue to the next step.

TIP:  You may, as many times as needed, use the **Next** and **Back** navigation buttons to retrace your steps and make changes.

- Click **Apply** to enter the draw and update all files or click **Cancel** to abort.

### **To add funding from Tasks & Reports:**

- Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®.
- Click on **Tasks & Reports.**
- In the Loan Transactions section, click ![db](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/db.png?width=15&height=15&name=db.png) **Add Funding (Line of Credit).**

- Enter the following information:

| **Field:** | **Description:** |
| --- | --- |
| **Date of Draw** | Enter the **effective** date of the draw. TIP: Draw dates on the first day of the billing period are assumed **full period**. For example, a draw date of 7/1/2007 to a loan with a billed-through date of 6/30/2007 will accrue a full period worth of interest. TIP: Draw dates on or before the loan's billed-through date are **not** allowed. TIP: The draw will start accruing finance charges as of **this** date. |
| **Draw Fee** | Enter the transaction fee or press **Tab** to accept the calculated amount. INFO: The amount of Draw/Transaction Fee field is automatically calculated each time you change the Amount of Draw. The calculation is based on the information entered in the loan's **Line of Credit** tab, in the loan ![list check 60](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/list%20check%2060.png?width=23&height=18&name=list%20check%2060.png) **Terms**. |
| **Reference** | You may enter up to 10 arbitrary alpha-numeric characters in this field for identification. |
| **Amount of Draw** | Enter the total **amount** of the draw. TIP: The draw amount must be **between** the Draw Maximum and Draw Minimum limits. TIP: Enter a zero-dollar amount to record a **sale/purchase** between two or more lenders. |
| **Trust Account** | Use the drop-down menu and select a **trust account** from the list or select None. TIP: Select None if you do not want to update a trust account with the additional funds and/or the payee check. |
| **Notes** | You may enter up to 255 characters. The notes entered are not disclosed to the borrower. |

INFO: Before you can proceed to the next step you must meet the following conditions:

- You must enter a valid borrower **account**.
- You must enter a valid date for the **draw**.
- The amount of draw must not be **zero**.
- The amount of the draw must not exceed the **available credit**.
- The amount of the draw must be **within** the loan's minimum and maximum draw limits.

 

- Click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=52&height=20&name=NEXT%20in%20blue%20box.png) **Next**.

- The **Payee Information** screen enables you to write a check to the borrower or a payee of your choice.
- If you want to write a **check**, enter the following information:

TIP: If you do not want to write a check at this time, leave the amount blank or enter zero and click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=52&height=20&name=NEXT%20in%20blue%20box.png) **Next**.

| **Field:** | **Description:** |
| --- | --- |
| **Pay to the Order of** | If the check is being issued to the borrower, simply click the Pay Borrower hyperlink; otherwise, enter a payee account or click the New Payee **hyperlink** at the bottom of the form to enter a new payee. Click ![image-png-Jun-28-2023-05-15-38-5051-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-28-2023-05-15-38-5051-PM.png?width=15&height=16&name=image-png-Jun-28-2023-05-15-38-5051-PM.png) to open a lookup window that allows you to select a payee from a list of existing records. For more details see [How to use lookup windows.](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hs_preview=ZvxqWlVz-116799074672&hsLang=en) |
| **No** | Enter the handwritten check **number** in this field. You may enter a maximum of 10 numeric characters. |
| **Date** | Enter the **date** of the check. |
| **Amount** | The amount displayed in this field is always the amount of the draw/cash advance and it **cannot** be changed. |
| **Handwritten** | Uncheck this box if you want to print a check; otherwise check this box and enter the **handwritten** check number in the No. field above. |
| **Edit Stub** | Click this **hyperlink** to enter or edit the check's stub information. CAUTION: The total amount entered in the check's stub will replace the amount of the draw and cause the draw/transaction fee to be re-calculated. |

INFO: Before you can proceed to the next step you must meet the following conditions:

- You must select a **payee** or select to pay the **borrower**.
- You must enter a valid check **date**.
- If you checked **Handwritten**, then you must enter a check **number**.

- Click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=59&height=23&name=NEXT%20in%20blue%20box.png) **Next.**
- The **Enter Draw Information** step is used to distribute the amount of the draw between one or more lenders. Upon entry, the grid is populated with all the lenders currently funding this loan and it displays each lender's account, name and percentage of ownership. The table below contains a list of the grid's available options:

| **Buttons:** | **Description:** |
| --- | --- |
| ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-06-2023-06-20-53-2436-PM.png?width=205&height=34&name=image-png-Jul-06-2023-06-20-53-2436-PM.png) | If needed, click to add one or more new funding lenders. To learn more read [How to add a funding lender](https://help.themortgageoffice.com/knowledge/how-to-add-a-funding-lender?hs_preview=NQMNThvp-119171990892&hsLang=en). TIP: The total funding amount must be distributed before the![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=62&height=24&name=NEXT%20in%20blue%20box.png) **Next** button is enabled. TIP: Enter a **negative** number to account for a purchase/sale or transfer of ownership between lenders. For example, if lender A is selling $5,000 of his ownership to lender B, then enter -$5,000 for lender A and $5,000 for lender B. |
| ![](https://help.themortgageoffice.com/hubfs/image-png-Jul-06-2023-06-22-20-0519-PM.png) | Click to reset all amounts to **zero**. |
| ![](https://help.themortgageoffice.com/hubfs/image-png-Jul-13-2023-09-33-22-6085-PM.png) | Click to distribute the funding amount to all lenders, based on their **ownership** percentage. |

TIP: Check ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) next to the lender to automatically withdraw the funding amount from the lender's designated bank account via ACH. You can **Select All** or **Clear All** lenders using the hyperlink at the bottom of the form.

TIP: The lender ACH information **must** be setup prior to using this functionality. To learn more see [Setting Up Lender ACH Information](https://help.themortgageoffice.com/knowledge/setting-up-lender-ach-information?hs_preview=vyWIfBGg-121075869278&hsLang=en).

NOTE: You must distribute the amount of the draw fully between **one** or **more** lenders before you are allowed to continue to the next step.

TIP:  You may, as many times as needed, use the **Next** and **Back** navigation buttons to retrace your steps and make changes.

- Click **Apply** to enter the draw and update all files or click **Cancel** to abort.

 

 

 

 

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