1. Adding Loan Out Company
To begin the setup process, click the My Loan Out Company button from the left navigation menu.
2. Add New Loan Out Company
Next, select the Add Loan Out Company button to start creating a new profile.
3. Enter Company Name
Then enter your loan-out company name.
4. Enter Tax Identification Number
Then, enter your tax identification number.
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) needs to be updated after start work has been submitted, please contact GreenSlate Support.
5. Enter Company Address
Next, fill out the required address details.
6. Enter Phone Number
Enter your company phone number.
7. Select Company Filing Type
In the bottom section of the form, you will need to add your company's incorporation details. Select the Company Type from the drop-down.
Note: California-based companies will need to add the CA EDD Number for accurate reporting.
GreenSlate does not accept Partnerships, Trusts, or Estates. Your selection should match section 3 of your W-9 form.
8. Select Date of Incorporation
Next, select the Date of Incorporation and State.
9. Upload Articles of Incorporation
Upload your articles of incorporation documents to the file uploader.
10. Upload Qualification Documents
Then upload the required qualification documents if your company types require them.
More information about notice CP261 can be found at:
More information about notice CP277 can be found at:
11. Optional: Upload Additional Qualification Files
If needed, upload any remaining qualification files.
12. Save Company Information
Click the Save button.
13. Confirm Save Action
After clicking on Save, a document will pop up on the screen. Verify that all the information about your company is correct and click on Save.
If you initially completed start work as an individual but need to transition to a loan-out employee:
Add your loan-out company to your profile.
Create a loan-out start work packet.
Reach out to App Support ([email protected]) and request that they move the individual start form to your loan out company.
That's it. You have successfully set up your loan-out Company in Greenslate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.
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