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Showing articles from partner contacts tag

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.

Adding Personnel names to drop-down within Partner Contacts

How do I add names to the Loan Officer, Loan Processor, Credit Analyst, etc... drop-downs within the **Personnel** categories of **Partner Contacts**? The drop-downs in the **Personnel** category of **Partner Contacts** are specific to your Ventures users and the different roles assigned to them by your Site Administ…

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__][1] for the Closing Attorney using the **Permission **of **Closing Attorney**. To a…

Release Notes - 2022-05-11

**![][1]** **May 11, 2022** **Announcements** # **IMPORTANT: Etran Checks** NADCO has brought to our attention that SBA is screening out files that do not include evidence of the check. Please be sure that you upload all documents evidencing the check(s) during your Etran Application submis…

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 **Ventures Partn…

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