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March 29th, 2023
Announcements
Ventures
Custom Financial Statements
You may have noticed we made some changes to our Loan Analysis menu > Financial Statements over the weekend!
Your Site Admins can now customize Company Financial Statements Balance Sheet and Income Statement rows, and customize Personal Statement’s Personal Finances and Personal Cash Flow rows. We have also added some exciting analysis features, like Trend Analysis percentages and EBIT/EBITDA calculations to name a few.
Please visit our Custom Financial Statement Hub Page to find a complete overview of what’s new!
If you are interested in keeping all your Financial Templates as they were before our feature was released. Please review KB article Keeping Templates as they were and Credit Memo Options to see some steps you will need to take.
UPDATES to Job Tracking
ALL LENDERS
There have been a few updates recently to our Job Tracking feature that you will want to be aware of. Please read the changes HERE.
504 LENDERS
We heard feedback from our 504 Lenders and have made some adjustments to how the "Jobs at 2 Years" record works in the Tracking > Jobs Tracking menu. Please review KB article Jobs Tracking, for a summary of the updated information.
All Items Due: Reports and Web Templates bug fixed
Lenders can now run the All Items Due system report and it will return job tracking records due within the date range you entered in the Expiration Date filter. The report will look at the “As of Date” of “Servicing” job record types, and it will look at the “2 Year Anniversary Date” of “Jobs at 2 Years” job record types.
The All Items Due sub template merge field will now return job tracking records due within the date range you entered when generating documents. It will look at the same date criteria as the report criteria above.
504 Lenders
Did you know you can generate the Etran Loan Authorization directly from Ventures? View the KB article and video labeled Generating the Etran SBA 504 Authorization from Ventures to learn more! Questions? Use the Contact Support widget located on the upper right portion of Ventures.
APPLY Portal
The following changes have been made to the Apply portal.
- The “Loan” reference has been replaced with “Application”
- The “Borrower” reference has been replaced with “Applicant”
- The “Loan Amount” reference has been replaced with “Requested Amount”
A message from the Ventures Support team:
For faster response times and to ensure proper tracking of your inquiries please continue to use the Contact Support Widget to submit any Ventures inquiries.
Have new staff, need a Ventures refresher? Access the Foundational Webinar Series recorded sessions.
