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…
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.
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.