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 …
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: 1. Within **Partner Contacts** > **Referral Sources** there is a drop-down labeled **Type…
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. <