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Top Articles
Foundational Webinar Series
Generating the Etran SBA 504 Terms and Conditions from Ventures
1098 CSA Reporting (504 Lenders)
Release Notes - 2021-10-07
Release Notes - 2022-02-02
Release Notes - 2021-09-30
504 ACH Debit Data Entry and Document Upload via ETRAN
Foundational Webinar: Ventures Loan Analysis Menu Overview
Creating/Adding a User Account
Creating a Tickler Template
Creating Text Snippets
ETRAN: Changing SBA Processing Method
Top Sections
Administration
Adding/Editing Job Titles
Assigning more than one ETRAN Bucket / Category to a Document Type
Creating/Adding a User Account
Forms
Merged Documents from Ventures showing codes
Gateway Portal
Gateway Application Form Edits
Gateway Field Types
Gateway mapped Ventures fields matrix
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+
New Lenders Getting Started
Welcome to 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
Borrower Facing Servicing Fee Workaround
Change Base Rate of Variable Interest Rate Loans
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
