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CRM Leads Page
Looking for a specific section? Use the table of contents below to jump straight to it! * The Overview Page * Notes & Tasks * Utilities * History When you add a lead, or click on a lead from the Leads menu, the lead’s overview page will load. It allows you to update information for the lead. You will see a menu …
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Referral Sources
You can track Referral Sources within Ventures and report against them at a later date. * Within a loan click on Partner Contacts * Scroll down to the Referral Sources section * Select your Contact from the drop-down and/or create one * Select the Type from the drop-down. NOTE: Your Site Administrator…
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ETRAN - Data Transfer & Uploading Compensation Agreement (Form 159) to SBA
This video will highlight the data entry points within Ventures that are needed to successfully pass the Compensation Agreement and the required data elements to SBA's ETRAN platform. <
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Mapping Referral Types to SBA Agent Types for use in 159 data transmittal
If you're wanting to electronically pass Agent information to SBA's ETRAN platform the first step is mapping your Referral Types with SBA Agent Types within the Administration menu. The steps to do this are outlined below: * Within Partner Contacts > Referral Sources there is a drop-down labeled Type . T…
