MACH3 provides the user with tools to upload a Partner data file or to enter a Partner person and/or Partner company manually.

Entering Your Partner Data

Step 1) Login to your MACH3 account.

Step 2) Select (1) My Database

Step 3) Select (2) Data Entry

Step 4) Select the (3) Partner data radio button.

Uploading Partner Data

Step 1) You may click the (4) show button to view Instructions for Uploading Partner Data Files or view the column to the right of this page.

Step 2) Save the completed file on your computer.

Step 3) Use the (5) Choose File button to locate the file on your computer and upload the file using (6) Upload file button.

Step 4) You will be presented with a confirmation that the file has been successfully uploaded.

Entering Partner Data Manually

Adding a Partner Person

Step 1) Select a (7) Type of Partner and input (8) First Name and (9) Last Name of the partner.

Step 2) Click the (10) Add Partner button.

Step 3) You will be redirected to the Partner Person details page where you can complete the data entry for this partner.

Step 4) You are able to attach the person to a Partner company (chosen from the companies already in your database).

Note: Clicking (11) view displays the details of the Partner company to which the Partner person has been attached.

Step5) Click (12) Save changes at the bottom of the page when complete. This will write these details back to the database.

Step 6) To enter additional borrowers click (13) return to data entry at the bottom of the page.

Step 7) Repeat this process for all addition Partner People.

Adding a Partner Company

Step 1) Select a (14) Type of Partner and input (15) Company Name of the partner company.

Step 2) Click the (16) Add Partner button.

Step 3) You will be redirected to the Partner Company details page where you can complete the data entry for this partner.

Step 4) You are able to attach the company to a parent company (chosen from the companies already in your database). The list of companies displayed in the (17) drop-down menu excludes companies that are already attached to a parent company.

Note: Clicking (18) view will refresh the page, making the parent company's details visible.

Step 5) Click (19) Save changes at the bottom of the page when complete which will write these details back to the database.

Step 6) To enter additional borrowers click (20) return to data entry at the bottom of the page.

Step 7) Repeat this process for all addition Partner Companies.

Step 8) When data is received, a confirmation of receipt is sent to the nominated loan data contact, the company's manager or the individual LO that submission was successful.