Changing the Loan Type
Sometimes a loan doesn't end up fitting a certain loan program. In those instances you would want to change the Loan Type to match the loan program. To change the Loan Type follow these steps: * Click on the Loan Menu labeled **General **(you will land on the General > General tab by default); * Click on the hype…
Setting up New Loan Types
You can create your own custom Loan Types using one of the 3 templates that Ventures has to offer (504; 7a; or Commercial). To add a Loan Type: * Click Administration in the menu at the top of the screen. * When the Administration page loads, click Reference in the menu on the left. * From the Reference sub-men…
Foundational Webinar: Ventures Administration
This is a previously recorded webinar that discusses a general overview of the Administration section. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Users may also download the Administration Overview workbook PDF attached to this arti…
