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Using a Sub Status
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You can set a sub-status on the General tab of the Overview page of the loan.

If you do not see the sub-status dropdown menu, it means that the current status the loan is in does not have any sub-statuses assigned to it.

  • Navigate to the General Tab of the Overview page. This is the default page that appears when you click on a Loan in Ventures.
  • Use the Sub-Status dropdown menu to select the sub-status you want to set.
  • Click Save.

Site Administrators can add additional sub-statuses following the instructions in this article.

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