Is the Type drop-down in Partner Contacts > Other editable by an Administrator?
In Partner Contacts there's a tab labeled Other . Is the Type drop-down editable by the Site Administrator? No - the Type drop-down is not an editable drop-down. There is an Other option that's available which can be used in lieu of customizing the drop-down.
Closing Attorney designation within Ventures
If your 504 closing attorney is using your Ventures platform to close loans you can assign certain loans to him/her so they only view the assigned loans. To do this, your Site Administrator will have already created a user account for the Closing Attorney using the Permission set Closing Attorney. To assign a loa…
504 ETRAN POC mapping and associated documents
The table below is showing the SBA Codes used for certain documents and who the recipient of those emails would be. The mapping is also showing what roles within Partner Contacts in Ventures you would need to update for the ETRAN POC table to auto-populate for you. SBA Code SBA Code Description Ve…
