Why are there 2 areas for Notes?
In Ventures you have the option to input loan notes for a loan. The Notes menu located directly above the Overview menu allows the user to view Notes without having to leave the specific loan menu. For example, if you were working on a financial statement and recalled that a tax return was stored in Notes y…
Gateway Notes
Within an Application's Summary page, a Lender can record comments related to the application in the Notes section. Only Lender users will see and have access to the Notes section. Third Party users and applicants will not see this section or be able to view/add notes. The notes that are recorded will be added to t…
Administration Webinar
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Administration section of Ventures. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Viewing Tips:…
