Release Notes - 2023-11-08
NOVEMBER 8TH, 2023 ANNOUNCEMENTS VENTURES FlashSpread V2 Updates * We added a column for the Entity Name in Ventures and placed it next to the Taxpayer column so that users can easily verify the name on the tax document matches the name of the entity on the loan. * We also enabled the link to FlashSpread …
Payments 1098 Report
Part 1 - Tracking borrowers that are 1098 recipients The Lender will need to identify which payment accounts require IRS 1098 reporting. There is a helpful report, located in Reports & Letters, to assist in identifying potential 1098 reporting borrowers called "Payments: Potential 1098 Reporting." This report IS …
1098 CSA Reporting (504 Lenders)
The CSA requires specific information from CDC's for the 1098 reporting. * The report spans December 1st of last year to November 30th of this year. Ventures automatically updates the report filters to cover the correct year for you. * Email your report to [email protected] Please review this video and the a…
