Most of your team collaboration on files should take place in a Shared Drive. A Shared Drive gives DLP Capital ownership over a document versus an individual and location and ownership of Shared Drive documents doesn’t change as people transition or leave the organization. If you have access to your Team's Shared Drive you will see it under the Shared Drives link in your Google Drive.

**You will only have permissions to files & folders that are related to your role.

General MyDrive Links

• DLP Document Management
  • Main Drive for Lending, Portfolio Mgmt & Construction teams.
• Company Phone Directory

Accounting

• Treasury and Capital Management
• Property Accounting and Accounts Payable
• Fund and Investor Accounting
• Corporate Accounting
• Tax and Audit

Accounting & Finance

• Treasury and Capital Management
• Property Accounting and Accounts Payable
• Fund and Investor Accounting
• Corporate Accounting
• Tax and Audit
• Wire Policy SOP
• Appfolio PM
• Appfolio IM
• Quickbooks
• Salesforce
• Sage

Capital Markets

• Capital Markets
• Capital Markets Directory & Pipeline
• Capital Markets Tracker & Meeting Notes
• Capital Markets Shared Drive

Development & Construction

• Construction Master Drive
  • Active construction management projects
• Construction Management General Folder
  • Non-project specific items
• Construction Management Forms & Templates
• Construction Management SOP
  • Policies and procedures for Construction Management.
• Construction Management File Structure
  • Outline of the construction management file structure
• Master Draw Schedule
  • Master project sheet

Funds Team

• Salesfroce P&Ps
• Funds Team GDrive
• Appfolio - Investment Manager

Lending

• Borrower - ALL
• Borrower Documents
• GDrive/File Stream:
• AM
  • Understand our AM (Approval Memo) and how we use it to structure loans

Loan Servicing

• Funded Loan Tape Tracker
  • Current loan information within the DLP Lending Fund (closing until payoff).
• Historical Funded Loan Tape Tracker
  • Once the loan is paid off, it is added to the historical tracker.
• Servicing Trainings
• DLP Capital Servicing Team Drive Folder
• Smartsheet
  • These sheets are trackers for each individual loan based on the status of the loan. Pipelines.

Marketing Team

• DLP Capital Logos
• Marketing Team Shared Drive

Portfolio Management

• AM- Utilities Acquisition Tracker
• Asset Management
  • Shared Drive
• Housing Fund Appraisals
• Forecast
• Asset Management Reporting
• BOV's
• Budgets

Risk & Underwriting

• Loan Pipeline
  • Loan & Debt Placement Pipeline
• Borrower Guidelines
• DLP Doc Mgt
• DLP Lending