Ticklers are used to track a variety of information and documents that you need to collect.

This includes but is not limited to: UCC records, Financials/Tax returns and insurance information. For ticklers to function properly you must have already entered the item you wish to track to the loan.

There are two areas of Ventures where Ticklers are set up and organized. This article covers the tickler menu in the Reports & Letters menu of Ventures. It contains links to articles that explain how to set up tickler templates, bulk add ticklers, review tickler processing history, and bulk process ticklers.

Ticklers can also be accessed on an individual loan level in the tracking menu of the loan. You can find an article covering the tickler page in the tracking menu here.

To navigate to the ticklers menu:

• Click on Reports & Letters in the menu that runs across the top of the screen.
• You will see an option labeled Ticklers in the menu on the left. Click it to reveal the four menu items available for the ticklers section.

• The Ticklers Page: Allows you to view ticklers created in your portfolio. You can use the filters to filter ticklers by a specific status, tickler type, the action assigned to the tickler, and the loan type. You can also use the search bar to search for a specific loan. You can use the additional filtering options to filter the table by loan status, sub-status, whether an email sent by the tickler failed, and if it for a loan that is out of portfolio. Clicking on the log number will take you to the Tracking -> Ticklers page of the specific loan. You can bulk process ticklers on this page, please click here for an article covering the page in depth and how to bulk process ticklers.
• Tickler Templates can be created by clicking on the templates option in the submenu. We have an article covering how to create Tickler Templates, please click here for in depth instructions on adding Tickler Templates.
• The Bulk Add page allows you to add ticklers to multiple loans at once. You can also rollback bulk add processes that contained error. We have an article covering how to bulk add ticklers and roll them back if needed, you can access it by clicking here.
• The Process History section allows you to review a history of processed ticklers. You can review an article covering this page by clicking here.