How to upload a document in Carta Loan Ops
The Documents tab shows the loan's files organized into folders, managed through Box and embedded directly in-app. Folders are created automatically when a loan is set up.
Standard folders include:
Core Documents
Memos
Lender Distributions
Other Documents
Participation Agreements
Post-Closing Deliverables
Reporting Requirements
To upload a file: open the target folder, then drag and drop files directly into it, or use the upload button. Multiple files can be uploaded at once.
Common document types stored here include:
Credit Agreements
Amendments
Promissory Notes
Compliance Certificates
Fee Letters
Wire Instructions
Lender Registers
Distribution Memos
The document appears in the Documents tab, organized by type.
Open any folder in the Documents tab to see its files. Select a file name to preview it in-app, or download it to your computer.
How to create a task
Tasks in Carta Loan Operations are generated automatically based on loan activity — you do not create them manually. Common task types include confirming a memo, funding an advance, recording a borrower payment, and delivering compliance documents. Tasks appear in the Tasks tab and are assigned to team members at your firm.
Each task has one of four statuses:
Upcoming: Due in more than 7 days.
Outstanding: Due within the next 7 days.
Overdue: Past the due date and not yet completed.
How to complete or update a task
Open the Tasks tab and select the task.
Update the status, add notes, or attach a related document.
Select Mark Complete when the task is done.
Completed tasks remain in the task history so you have a full record of when each obligation was fulfilled.