Veteran Owner Designation
The Ventures platform aligns with SBA's ETRAN platform when displaying Veteran statuses within **Entities** > Click on the owner > **Background** tab > **Military** section. Not sure which one to choose? We found an article on SBA's website explaining the various options. Keep reading below. **504 loan view:** ![][1…
Payments: How to add a new Owner/Investor/Pool
Q: How do I add a new owner, investor, loan fund, or loan pool so that it appears in the Change Ownership drop-down menu when trying to add them to a loan record? ![][1] A: You will need to add them within the **Payments** Main Menu > **Ownership **menu. The steps for doing this are provided below. * Click on the…
Payments How to add an Owner/Investor/Fund when boarding a payment account
This KB article will give you instructions on how to add an Owner, Investor, or Pool/Fund when boarding a payment account. This process is for clients that have the Ownership piece. You can always add an Owner, Investor, or Pool/Fund after the payment account has been boarded. Please board the payment account followin…
7A Community Advantage Loan Sale
This article will show how to record a 7A Community Advantage Loan Sale on the Secondary Market within Ventures. **If you have Payments and the 1502/Investor module, please follow the procedure below:** **STEP ONE: Add Ownership Transaction** 1) Go to loan that has been sold, click on Payments > Ownership 2) Clic…
