504 Lenders: New Feature and Interface Enhancement
Etran: Reconsideration option has been added for SBA 504 loans.
PPP Lenders: New Feature and Interface Enhancement:
Lenders now have the option to customize their Forgiveness Email template.
- New Email Settings menu has been added to the Utilities > PPP Loans menu
- This setting allows the user to customize the Email template that may be used to send their Forgiveness Emails. The template will be used when sending Forgiveness emails from within the Utilities > PPP Loans > Forgiveness menu.
- Setting up your Custom Email:
- PPP Loans
- Email Settings
- Customize the Body of the email template (Note: the merge fields highlighted in yellow will automatically populate the Reference Name and the Forgiveness Link)
- Don’t forget to Save your Template (this will be the email template that will be used when sending emails from Utilities > PPP Loans > Forgiveness)
Veri-tax Transcript Orders - New Feature and Interface Enhancement
Veritax now supports E-Signed 4506 forms. Ventures has enhanced the platform to allow you to select whether or not your 4506 is E-Signed.
- Ventures has added the option within the Verification > Tax Transcripts > Order Transcript tab > Select the Order Transcripts button > enter your information and select whether or not your 4506 is E-Signed.
- Interested in learning more about the tax transcript ordering integration? Check out the following KB article: https://ventures.happyfox.com/kb/article/108-veritax-transcript-integration/