Think of the companies menu as your reference for every company you enter to your Ventures system. These can be organizations you partner with, entities associated with a loan, banks you work with, or a variety of other companies that are part of the loan process. Wherever you enter a company in Ventures, their record will appear here.

You can access the Companies menu by:

• Hovering over the CRM menu option
• Select Companies from the submenu that appears.

You can filter the table by the company’s role. You can use the search bar to search for a specific company.

You can Add companies directly to this page or through a variety of fields in Ventures. Click here for more information on adding companies.

You can Merge duplicate company records using the merge button. Click here for more information on merging companies.

For information on Company virtual cards, click here.