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 …
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**…
Notes labeled as Alerts
A new feature was deployed on March 7, 2019 where users can add **Alerts** to the loan headers flagging certain items within a loan. Watch this video OR follow the steps below to create/edit your alerts. The following are steps to add/edit alerts: * **Alert(s)** are created within the **Notes** table * Notes ma…
Creating Notes
You can create Notes within your Ventures record to document a file. You can also attach Word, Excel, PDF, and Pictures within your notes. There are 2 required fields when creating a **Note**: * **Type**: Drop-down that is completely customizable by your Ventures Site Administrator * **Notes**: Input text data d…
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…
