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Top Articles
Foundational Webinar Series
SBA Authorization Issues & FAQs
Installing the Authorization Wizard on a new workstation
Release Notes - 2021-10-07
Release Notes - 2022-02-02
Release Notes - 2021-09-30
1098 CSA Reporting (504 Lenders)
504 ACH Debit Data Entry and Document Upload via ETRAN
ETRAN: Aged Out Status
Creating Text Snippets
Disabling a User Account
Creating/Adding a User Account
Top Sections
Administration
Adding/Editing Job Titles
Creating/Adding a User Account
Creating/Adding Project Types
E-Blast Archives - FY2019
2018-December Announcements
2018-November Announcements
2018-October Announcements
E-Blast Archives - FY2020
2019-November Announcements
2019-October Announcements
Forms
Merged Documents from Ventures showing codes
General
1098 CSA Reporting (504 Lenders)
Contacts and Companies FAQ
Create or Enroll a new loan
Import/Export
Bulk Import: Delinquent Property Taxes field mapping
Leads Module
Leads Module Overview
Learning to Use Ventures+
PPP
PPP Applications and Forgiveness Applications: Common Validations FAQ
PPP Failed Validation Resubmission
PPP Forgiveness - 60% Payroll Requirement Calculation
Payments
7A Community Advantage Loan Sale
Change Base Rate of Variable Interest Rate Loans
New Loan Type: Setting up Payments+ Settings in Administration
Release Notes
Release Notes - 2021-06-16
Release Notes - 2021-07-07
Release Notes - 2021-07-21
SBA
PPP Forgiveness: Covered Period
Tracking Screen Out Reasons and Customizing Reasons
Ticklers
Can I delete ticklers in bulk?
Creating a Tickler Template
How can I download my Tickler attachments after processing?
Videos
Business Credit Report (BCR) Integration
FlashSpread Integration
Web Templates
Add a company logo or header and footer
Adding and Configuring Merge Fields in Web Templates
Adding Personal Resource section to Credit Memo
