Before you add a contact, we highly recommend you navigate to the contact page and search for the contact. If they are not already in your system, then you can continue adding the contact. This will help prevent duplicates.

 

To add a contact, you have two options. You can click the Add button on the Contact main menu page, or you can click the “Add new” option in the dropdown menu of any field in which you select a person. This way you can add a contact directly while working on a loan, instead of having to interrupt your process to click Add on the Contact main menu.

Whether you click add on the main menu, or add new from a field, the add new contact pop up will appear.

You are creating the contact’s record in Ventures. Think of it like their business card. In Ventures we refer to these records as virtual cards. You can learn more about the importance of virtual cards by clicking here.

• Fill in the Contact’s first and last name.
• Add an email address if you are creating a contact who will be a user on your site, or who you expect to email directly from within Ventures.
• Fill in any of the additional fields that you need to. The more information the better.
• Ensure they are marked active. If the active check box is not checked they will not appear as an option through your Ventures site.
• Make sure you enter a role for the contact. Contacts can have as many roles as needed. Roles dictate the fields the contact will be available for selection in. For example, if you select closing processor, you will be able to select the Contact in the closing processor field on the partner contacts page. Select as many roles as you need to.
• For SBA 504 loans, the former names field located in the Additional Information section flow to section two of form 1244.
• Review the information you have entered, then Click Save

• If you were creating the contact from the contact menu page, the pop up will disappear and you will return to the Contact main menu table.
• If you clicked “Add new” to add the contact, when you click save, you will return to the process you were in, where you had to select a contact. The contact that you created will be filled in to the field you were working on.

Note: If you use the “Add new” feature, your popup may look slightly different, depending on where you clicked add new. For example, if we click add new in the closing processor field of partner contacts and add my contact, you will notice that there is no field to select a role for the contact. This is because the system knows you are adding a closing processor and so it will automatically assign the role closing processor to the contact you are creating. You can navigate to the Contact’s virtual card to add additional roles after they have been created.

We do not recommend deleting a contact. Any associated loans or processes they have been associated with can encounter errors if you do so. Instead we recommend making a contact’s record inactive.

• Click on the Contact name in the contacts table on the contact main menu.

• Uncheck the active box.
• Click save.

This will remove the contact from selection in Ventures, but it will maintain any records the contact has already been used in.

 

For information on a Contact's Virtual Card, please click here.