Lenders can map most custom fields from the portal application to its Ventures custom field in the Site Settings > Application Settings menu. The custom field will need to be first added to the Ventures site before it will be available in the portal for mapping.
Objects and their custom fields available in the Primary Application form and Product's Application Questions form:
- Loan Entity
- Loan Collateral
- Loan: General
- Loan: Log
- Loan: Eligibility
- Loan Entity Contact
- Loan Financing Source
- Custom Objects
Object and its custom fields available in the Additional Contact form and Product's Contact Questions form:
- Loan Entity Contact
Objects and their custom fields not available for mapping from portal to Ventures custom field:
- Company
- Contact
- Payment Account
Custom Fields not available for mapping from portal to Ventures custom field with Ventures Field Types set as:
- Company
- Contact