You can find the Gateway 2.0 Webinar at the end of this page.

There is an attachment to this article summarizing information on what's changing and some possible to do items for the update.

Remember, the process on the applicant's side is not changing. What is changing is how you as lenders interact with your Gateway Applications!

This page contains links to all the articles you need for the Gateway 2.0 separated into sections for your convenience:

Gateway 2.0 Basics:

• What's changing and what's not?
• Things to do before and after the update
• Gateway Application Statuses in Ventures
• Ventures Statuses and how they affect Gateway Applications.
• Locked Data for Gateway Applications in Ventures
• Gateway Application Notifications
• Generating Referral / Product Assigned Links from Ventures

Gateway Processes in Ventures:

• Starting a New Gateway Application in Ventures as a Lender
• The Application Summary Page
• The Application Data Page
• The Application Messages Page
• The Applications Activity Log Page
• Assigning Third Parties to Gateway Applications
• Requesting Documents from Gateway Applicants
• Reviewing Submitted Gateway Documents
• Updating Gateway Application Statuses
• Transitioning to a Ventures Loan Record Once the Application is Complete

Navigating Gateway Applications in Ventures:

• Finding and Viewing Gateway Applications in Ventures
• The Gateway Pipeline Status Report

Looking for information on processes that have not changed for Gateway Administrators? Click here for our Gateway Administrators hub.

Gateway 2.0 Webinar Recording: