After your customer is approved, they can sign their loan documents by visiting Here. The customer will get an email with a link to sign as soon as they're approved.

Once documents are signed, your customer's loan is “Ready to Fund.” You can now begin requesting funding disbursements during the project. On your first disbursement you can request up to 50% of the loan total, then up to 90% before the final draw. When you complete the project, you can request your final disbursement of the remainder of the loan balance.

Each time you submit a funding request on PartnerPortal, your customer is sent a funding request via the communication method they selected on their application.

Text Funding

• For customers who choose text notifications – which is the default – they'll get an SMS notification confirming the request.
• If your customer responds with YES, Regions will initiate the ACH deposit into your account. Payment is typically made within 24 hours.
• If the customer says NO, Regions will contact the customer to find out why.
• If your customer doesn't respond within a designated time period, typically 24-hours, the funding request will be processed.

Phone Funding

If a customer selects phone call instead of text as their preferred communication method, Regions will give them a call to confirm each funding request. For a notification to be successful, the customer must answer the phone and confirm the request, or Regions must be able to successfully leave a voicemail.

Please note: Regions will not leave a voicemail if their outgoing message doesn't identify the customer by name. If Regions is able to identify the customer on their voicemail greeting and leave a voicemail, they'll begin the funding process—typically within 24-hours.