Importing Payment Information
You can import payment information using the import payments feature in Ventures. This allows you to add payment transaction information to a loan you have boarded in payments. * Click on Payments in the menu at the top of the screen. * When the Payments page loads, click Actions in the menu on the left. A subme…
Bulk Data Imports
The bulk data import option allows you to bulk import data for Contacts, Companies, Insurance, Loans, Deferments and if applicable, payment accounts. The way these imports work are all the same. In general, this is not something you will do often, this is usually only used during initial set up of your Ventures site.…
Bulk Exporting and Importing Loans
The loan file transfer feature allows you to export loans in bulk from your Ventures platform. For example, this can be useful if you work with an external closing attorney on your loans who also uses Ventures, you can export the loan file when you are done working on it and hand it off to your partner to import into…
Unable to Import a File
We received a file to import but it's not importing. Why is that? Possible Reason 1 * Ventures import is a one-way import. You cannot overwrite an already existing loan if its in your database. Try deleting the loan record within your database and re-import the file. CAUTION: Deleting a loan cannot be undone.…
Importing Data to LaserPro Import Connect
Ventures has an add-on module which allows you to import data to the LaserPro Import Connect. The attached handout will show you how this functionality works.
Bulk Import: Delinquent Property Taxes field mapping
When using the Property Tax Template from the Utilities area to do bulk imports of delinquent property taxes, you will notice that there are certain columns that are highlighted in yellow on the template. These columns are the only ones that will map to the Tracking > Property Taxes area. In this article, we will sho…
Loan Import/Export Feature within Ventures
Ventures allows for a one-way import of data from another Ventures platform. The attached video and hand-out (located on righ side) will show you the steps for exporting the data and importing it to another Ventures platform.
