You can track Referral Sources within Ventures and report against them at a later date. 

• Within a loan click on Partner Contacts
• Scroll down to the Referral Sources section
• Select your Contact from the drop-down and/or create one 
• Select the Type from the drop-down.  NOTE:  Your Site Administrator can add/edit/delete certain Types from the drop-down list

TIP for SBA Loans

If your referral source requires a SBA Form 159 Compensation Agreement click on the box labeled 159 Agreement Required.  This will cause a validation rule to appear for the loan (Review menu) until the Paid box is checked off.