Importing Business Credit Scores
Where do I download the data file to import into Ventures? * The Loan Data File is downloaded from the SBA Lender Portal, and then imported into Ventures. Please Note: Your import file needs to include the Redwood column. If you have downloaded the export template before SBA made their changes, please re-expor…
How do I copy an existing Loan?
You can copy an existing loan to create a new loan by using the Copy button in Utilities. Within a loan, access the Utilities area of your Loan Menu (left side menu). Use the Copy button to copy that loan's data into a new loan in Ventures. * NOTE: Financial Statements will not be copied but you can use the "Copy P…
