This page allows you to add additional Referral Contact Types. Items entered here appear in the referral section when adding a lead, and on the partner contact page in the referral contact field.

To add a type you will need to be a Site Administrator.

• Click Administration in the menu at the top of the screen.
• Click Reference in the menu on the left.
• Click Loan in the submenu that appears.
• Click Referral Contact Type in the Loan submenu. 
• Click Add.

 

• The add type pop up will appear. Enter a name for the type you are creating. This is the name that will appear in the dropdown menu when a user is selecting it, so make it as descriptive as possible.
• Mark the type active. If the active box is not checked, the type you are creating will not be available for selection.
• Select the SBA agent type from the SBA agent type field. This maps the referral type you are creating to SBA agent types. This is used for an SBA loan application when reporting 159 fees.
• When you finish filling out the information you need to, click save.

 

 

To edit a type: 

• Click the hyperlinked type description.
• The edit type popup will appear. It is identical to the create a type pop up. Make your edits and click save.

 

In general, we do not recommend deleting types, instead if you want to remove a type as an option in your system, mark it inactive by clicking on the type and unchecking the active box, then clicking save. This will remove the type from selection in Ventures, but will not affect loans the type has already been used in.

 

 

• If you do want to delete the type click the X icon in the row of the type you want to delete.

 

 

• Before you confirm that you want to delete the type, it is important you use the Replace With dropdown menu to select a replacement type. This replacement type will be automatically filled in to replace the type you are deleting anywhere it is selected. Make sure you select a type to replace the deleted type with.
• Confirm that you want to delete type by clicking the delete button in the confirmation pop up that appears.

 

 

You will return to the referral types page and the type will be deleted.