The offices menu lets you add an office to your Ventures platform. The office dropdown menu in the lender information section on the loan general page is a required field. This menu is where you can enter options to populate said dropdown. This can be used if your organization has multiple offices in different locations, to note which office is working on the loan.

 

 

• With a site administrator account click Administration in the menu at the top of the screen.
• When the Administration section loads, click Offices.
• Click Add to add an office.

 

 

• The add office pop up will appear. Enter a description of the office. This is the name of the office it should be something that makes it easy to recognize which office this entry refers to in the dropdown menu. Enter the company record for the office. In the company field. For instructions on adding a company click here.

 

 

• Ensure the active checkmark is checked. If unchecked the office will be marked as inactive and will be unavailable for selection.
• Click Save.

 

You can edit an office by clicking the edit icon in the row for said office or by clicking the hyperlinked name. The edit office pop up will appear, it is identical to the create an office pop up above. Make your edits and click save.

 

 

 

We recommend adding your office, and any satellite offices your organization may have. If you do not have any satellite offices, you must still input your one office as you will need to select an office on the loan general page.