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The table below is showing the SBA Codes used for certain documents and who the recipient of those emails would be. The mapping is also showing what roles within Partner Contacts in Ventures you would need to update for the ETRAN POC table to auto-populate for you.
|
SBA Code |
SBA Code Description |
Ventures Partner Contacts Roles |
Associated Documents for notification purposes |
|
1 |
Receipt and Errors |
Loan Officer Loan Processor Credit Analyst Closing Processor Closing Analyst |
Emails confirming receipt of the Application package at SLPC outlining all the docs received |
|
2 |
Loan Officer |
Loan Officer |
Decline Franchise |
|
3 |
Final Authorization |
Loan Processor |
Authorization |
|
4 |
Servicing |
Loan Processor |
327 Actions |
|
5 |
Closing |
Closing Processor Closing Analyst |
Closing Ship Request |
|
6 |
Screen Out |
Loan Processor |
File screenouts |
|
7 |
All Notifications |
Administration > Default Organization > e504 Notification Contact |
Appraisal receipts Environmental receipts All notifications |
