The Business Credit Scores page will keep track of the loans credit score. Information released quarterly can be imported into Ventures. Scores imported into Ventures will appear on this page for their respective loans. You can find out more about importing scores here.

You can manually add a Business Credit score. The loan needs to be in Funded status for the Business Credit Store menu to appear. 

In the overview menu of a loan in funded status:

• Click on Tracking
• Click on Business Credit Score in the submenu that appears.
• Click Add. The Add score pop up will appear.

 

 

• Enter the date for the score in the date field. Enter the score in the score field. Enter any comments you may need to.
• Click Save.

 

You will return to the Business Credit score page. You should see the score you entered in the table.

To edit a record: 

• Click the Score date, the Edit Score pop up will appear, it is identical to to the Add Score pop up pictured above.

 

 

• Make your edits in the pop up and click save.

To delete a record: 

• Click the X button next to the record you want to delete.

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• A confirmation pop up will appear. Click the delete button in the pop up to confirm that you want to delete the record.

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