Best Practices and General Information

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• In our Knowledge Base, depending on the article you are on, there may be additional material to help you, these include:
  • Attachments that you can download. These are located on the right side of the screen.
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  • Link to other related Knowledge Base articles. 

Getting Started

• Account Creation
• Resetting your Password
• The Home Page
• Ventures Menus
• Searching, Filtering and Icons in Ventures
• The Importance of Virtual Cards

• Contacts

• Companies

Using Ventures

• Adding a Loan
• The Loan Page General Tab
• Loan Log
• Notes
• Partner Contacts
• Entities and Entity Contacts:
  • Adding an Entity
  • Entity Information
  • Entity Contact Information
• Financing:
  • Project Costs
  • Financing Sources
  • Injection Payments
• Eligibility:
  • General page
  • Questionnaire page
  • 1244 Exhibits 
• Deposits and Expenses
• Collateral:
  • Collateral
  • Key Man Insurance
  • Valuation Summary
• Loan Analysis :
  • Financial Statements
    • Icons, Menus and Colors in Financial Statements
    • Company Statements
    • Personal Statements
    • Consolidated Company Statements
    • Global Cashflow Statements
    • FlashSpread Integration
  • Risk Ratings
  • Size Standards 
  • Credit Memo
  • Approval
• Documents:
  • Document Storage in your Loan
  • Document Generation
• SBA Submission:
  • Submitting an Application
  • Generating a 504 Terms and Conditions
  • Generating a 7A Terms and Conditions 
  • Correcting a Terms and Conditions
  • Document Submission
• Closing Requirements:
  • Title & Escrow
  • Servicing Agreements
  • Post Approval Action
• Tracking:
  • Financials & Tax Returns
  • Insurance
  • Jobs
• Ticklers:
  • Adding Ticklers to an Individual Loan
  • Processing Ticklers in Individual Loans
• Review

Advanced Topics

• Reports:
  • Reports
  • Report Filter Basics
  • Using Filter Groups for Complex Filtering

• Ticklers:
  • Creating Tickler Templates
  • Bulk Adding Ticklers
  • Bulk Processing Ticklers
• Web Templates:
  • Creating Web Templates
  • Importing Document for use in Web Templates
  • The Web Template Designer​​​