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Home > SBA > Authorization > Generating the Etran SBA 504 Authorization from Ventures
Generating the Etran SBA 504 Authorization from Ventures
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Generate the Etran 504 Loan Authorization directly from your loan in Ventures! You can use the new Generate Authorization button for 504 loans that have an Etran status of "Application in process" or "Awaiting Documents."

View the video below or if you prefer follow the steps listed below the video.

From Ventures:

  • Access the loan in question
  • SBA Submission > Etran menu (left side menu)
  • Create your Etran Application as you normally would or;
  • Access the existing Etran Application by clicking on the hyperlinked Etran Application # (Application must be in Application in Process or Awaiting Documents status)

  • The Edit Application/Loan window will appear
  • Select the Generate Authorization button in order to generate the authorization in PDF Format (this is the only available format for download and no edits can be made to the actual document). If you notice any edits that need to be made, you can correct your data in Ventures and regenerate the authorization PDF as long as your loan status is still in the Awaiting Documents or a status prior to Awaiting Documents.

  • A Preview Feature Warning Window will appear similar to the one shown below. Review the help text provided and click on Continue to proceed with generating the Authorization.

  • You will be asked to enter your CLS credentials. These are the same credentials you use to log in to CAFS, please make sure you are entering the correct credentials. Click on next, a new tab will open and the authorization will generate in PDF format. Remember you cannot make any edits or changes to the PDF, but you can correct data in Ventures and regenerate the authorization PDF as long as your loan status is still in the Awaiting Documents or a status prior to Awaiting Documents.

IMPORTANT: You will need to scroll through the Authorization and review the information to ensure it is accurate. You can correct data in Ventures and regenerate the authorization PDF as long as your loan status is still in the Awaiting Documents or a status prior to Awaiting Documents.

 

If data changes are made directly in CAFS you will need to generate the Authorization directly from CAFS in order for the data changes to reflect in your Authorization. It's important that any changes made directly in CAFS are also made in Ventures to ensure that the data is consistent.

 

When you have finished reviewing the document and have corrected any issues you may have found, save it! Once it’s saved you can manually upload it to Etran from Ventures, or you can put it in your Ventures document storage for use in your Etran submission.

 

Remember you can only use the Generate Authorization button for 504 loans that have an Etran status of "Application in process" or "Awaiting Documents" status. The button will be hidden if the loan is in any of the other statuses as seen below.

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