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Showing articles from utilities tag

Importing Small Business Predictive Scores (SBPS)

Where do I download the SBPS file to import into Ventures? * The Loan Data File is downloaded from the SBA Lender Portal, and then imported into Ventures. How do I import SBPS Scores into Ventures? * Click on the main menu **Utilities** tab at the top of your Ventures site * Click on the **Other Imports **men…

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. 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 "Prior Loans" option in …

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