Reminder for 504 Lenders - deadline of 11/30/2018 quickly approaching! If you have already submitted your 1098 CSA data please disregard this email.504 Lenders: 1098 CSA Required Data ReportingThe deadline for reporting this information is Friday November 30th. If you missed the 2 webinars we held in regards to the required data reporting that must be sent to the CSA, please visit our ventures.happyfox.com
website to download the complete handout. We also have a short video with highlights HERE.
On Wed, Nov 7, 2018 at 6:02 AM Miriam Voigt <[email protected]> wrote:
- 1244 Part B, Section VI.5 - You will need to manually enter values and answer input the number of jobs
- 1244 Part B, Section VI.6 - You will need to manually enter values and answer either Yes or No
- 1244 Part B, Section VI.7 - You will need to manually enter value and answer either Yes or No
Webinar linkDOH!!! The training link has been added to the original email message below
504 Lenders: Job Opportunity Requirements & Opportunity Zone
With the changes to the 504 Job Opportunity requirements Ventures will be modifying the interface to account for the calculation per jobs. We will also be adding an Opportunity Zone checkbox for you to report against loans in those areas. We will most likely have these changes in place by next week. Check the Home page Announcements widget for updated information.
7a Lenders: Opportunity Zone checkbox
As a reminder, Ventures added a checkbox for tracking of Opportunity Zones to the Eligibility tab last month.
504 Lenders: UPDATED SBA Forms
We will have the updated 1244 and 2234C available in Ventures by Monday morning. Please check the Announcements widget for updates.
Lastly - HAPPY FOX
Please add ventures.happyfox.com to your safe senders list and do not forget to register for an account to access some great knowledge base articles and videos.
That's it. Let me know if you have any questions. Happy Friday!
On Thu, Nov 1, 2018 at 4:39 PM Miriam Voigt <[email protected]> wrote:November Webinar TrainingsIf you have new staff or if your staff needs some refresher training click HERE to view all webinars being hosted this month.504 Lenders: SBA Annual Jobs ReportAs a reminder, this report can be found in the Reports & Letters main menu in the Bulk Letters menu. The report is labeled Annual Job Report504 Lenders: 1098 CSA Required Data ReportingThe deadline for reporting this information is Friday November 30th. If you missed the 2 webinars we held this week in regards to the required data reporting that must be sent to the CSA, please visit our ventures.happyfox.com website to download the complete handout. We also have a short video with highlights HERE.Did you know...for 504 Lenders?At the Ask Miriam breakout session during the NADCO Annual Meeting a question was asked on why email correspondence from the SLPC only references the Application Number. The answer is the following:Only the Pre-Applications email receipts provide the Application Number. The reason for this is because SLPC does not get a data file from ETRAN like they would with a normal Application. A Pre-App requires minimal information. For example, if a Pre-App was submitted for an Environmental review an Application Number would be listed in the subject line of the email and the body of the email would indicate what was received to help the recipient identify what was received.Questions? You know where to find me. Enjoy your evening.