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Showing articles from investor tag

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…

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…

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