Reports: Sending Borrower Emails to your Portfolio
Need to compile a report to list borrower emails? The system based report labeled Portfolio Mailing List Report can be located by accessing Reports & Letters > Reports > Portfolio Mailing List. This report is intended to provide data related to the Servicing Mailing Contact/Address fields located…
Using Filter Groups for Complex Report Filtering
It is recommended that the user understands the basics of report filtering as a prerequisite for this advanced article. This article will go into more detailed concepts in regards to filtering logic to create complex and highly specific filters in the reporting area. Please remember that you can send a support tick…
Reports Visibility Permission Setting
Do you have a report that was set to be visible only to the Report Owner and is the Report Owner no longer an active user? Good news! Ventures has a setting to help locate the report. You will need to have Site Admin permissions in order to enable the following permission setting. To Change the visibility of th…
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…
