This guide answers common questions about using Intain Markets.
A: Yes, you can edit pools while in Created status. Click Edit button at top right of pool details. Once shared (Preview status) or in Deal status, some editing is restricted.
A: When a market maker or investor requests loan removal, the tick and cross appear. Tick = accept the removal request (loan marked as Removed). Cross = reject the removal request (loan stays in pool).
A: Click the Share button at top right of pool details, select recipient type (Market Maker, Investor, Rating Agency), select organizations, set permissions (feedback, download), and share.
Loan Questions
Q: How do I upload loans?
A: Go to Imports from the left menu, select as of date, select asset class, choose file, and click Submit. The file is uploaded and a job is created.
Q: What is Trigger LTS?
A: LTS (Loan Tape Standardization) maps your loan file columns to Intain standard fields. Click Trigger LTS to start the mapping process. You can use Basic or Intelligent AI mapping.
Q: What's the difference between Mapped and Unmapped status?
A: Mapped = loan is assigned to a pool. Unmapped = loan exists but is not assigned to any pool. The Status column in Loan Registry shows this.
Q: How do I verify loans?
A: Add loans to a batch from Loan Registry, go to Batch Verification, enter the batch, and either Self Certify or submit to a verification agent. After verification, batch status changes to Reviewed.
Q: When can I mint NFTs?
A: After batch verification is complete (status: Reviewed). Go to Certificates, find the batch, and click Mint NFT. Select loans and click Mint Selected.
Credit Facility Questions
Q: How do I create a term sheet?
A: Go to Credit Facility from the left menu, click Term Sheet Setup at top right, select Create via Wizard, fill in the details, and click Create Draft. An Adobe Sign popup opens for signing.
Q: What happens after I sign and submit a term sheet?
A: The facility agent reviews it and can Approve, Reject, or Request Changes. If approved, a master commitment is automatically created.
Q: Why can't I create a funding request?
A: Check two things: (1) Master commitment must be Active (at least one lender approved), and (2) Deal modelling must be Completed (facility agent did Set Up Deal).
Q: How do lenders see funding notices?
A: After the facility agent approves the funding notice and e-signs for each lender individually, each lender can see the funding notice in their Credit Facility section once their e-sign is complete.
Q: What is Confirm and Settle?
A: After lenders review the funding notice and transfer funds, they click Confirm and Settle to finalize their participation. Tokens are then transferred to the borrower.
General Platform Questions
Q: How do I switch roles?
A: Log out and log back in. Select your role during login from the dropdown.
Q: Why are some buttons disabled?
A: Buttons are disabled when:
• Item isn't in the right status
• Your role doesn't have permission
• Prerequisites aren't met
• Waiting for another party to act
Q: How do I provide feedback on a pool?
A: Open the pool details, go to the Feedback section, and add your comments. Pool-level feedback is visible to the issuer. Loan-level feedback uses the chat box icon on individual loans.
Q: What's the difference between feedback and rejection?
A: Feedback allows the issuer to make changes. Rejection (for term sheets, funding requests) is final - a new item must be created.
Q: How do I track my submissions?
A: Check the item's status in the dashboard. Status shows where it is in the workflow. Status history shows all changes.