How to view Ticklers associated with Out of Portfolio Loans
How to view Ticklers associated with Out of Portfolio loans? * From within the main menu click on Reports & Letters * On the left hand menu click on Ticklers > Ticklers * Set any applicable table filters (blue highlight below); TIP: if you'd like to view all Ticklers regardless of status for Out of Portfol…
Tickler Process History
You can view the Tickler Process History or the results of a specific tickler processing event. To view your tickler processing history: * Click on Reports & Letters in the Menu at the top of the screen. * Click on Ticklers in the menu on the left. * Click on Process History in the submenu that appears. The …
Manually Completing and Deactivating a Tickler
Is your loan in an Out of Portfolio state and/or no longer requires tickler tracking? Don’t delete your tickler or tracking items instead manually Complete the tickler which places it in a Deactivated status. How would you do this? 1) From within the loan record s elect: Tracking > Ticklers 2) From …
Processing Ticklers in Bulk
You can process Ticklers in bulk in the Reports & Letters menu. * Click on Reports & Letters * When the Reports & Letters section loads, click Ticklers in the menu on the left. * Click Ticklers in the submenu that appears. The ticklers page will load. It will display all Ticklers in your Portfolio. Note that…
Ticklers Home Page Widget
Why is my Tickler Due count on my Ventures Homepage different from the actual Ticklers Due count when I click on the record? Ventures Home Page Ticklers Due Widget: * The count displayed on your Ventures Home Page Ticklers Due Widget is a total count for All Ticklers Due, including any Out of Portfolio l…
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…
Creating a Tickler Template
Before you can use Ticklers in your loan, you will need tickler templates set up. Ventures includes a variety of tickler templates. They are known as system templates. You can use one of the provided system templates, or you can create your own. To create a Tickler Template: * Mouse over Documents in the menu at…
Foundational Webinar Series
Here you will find recordings of our previously recorded webinars or links to the videos in our Knowledge Base. The videos are edited for time and have chapters for convenient navigation through topics covered in the webinar. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the we…
