Generating a NACHA File for Export
Click here to return to the NACHA hub page. Once you have the ODFI Originators, ACH Batches set up and you have filled in ACH information on your loans that are boarded in payments and specified their ACH Batches, you can create and Export a NACHA file. * Click on Payments in the main menu. * When the Payment…
Utilities Overview Menu
The Utilities menu allows you to copy, export or delete a specific loan. You can access the Utilities menu from the loan's overview menu. * Click Utilities in the overview menu for a loan. When the Utilities menu loads you will be presented with several options. Copying a loan To copy the loan: * Click the…
Bulk Exporting and Importing Loans
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…
Importing Data to LaserPro Import Connect
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.
