Servicing Mailing Contact/Address
When a loan status is changed to Funded within the General > General tab you will notice that a new section appears towards the bottom of the interface labeled Servicing Mailing Contact/Address . Some items to note are the following: * Primary Contact - This field is a drop-down of contacts created within your…
Setting up an account with a general inbox email
In this article, we will discuss setting up a Ventures account that uses a general inbox email address. You may have general inbox email addresses for various purposes at your organization. You may want to use these email addresses within Ventures when performing certain tasks such as Servicing emails or 504 ETRAN…
Ticklers: Adding a Generic Tickler Template not associated to a specific Tracking Type
Creating a Generic Tickler Template not associated to a specific Tracking Type. This example will have you creating a new Tickler Template for you to use in cases where a specific Tracking Type does not exist. Some examples of when this tickler would be used are as follows: * Track Property Taxes * Sending a Bor…
