Locked Financial Statements
Your Financial Spread within a loan may be Locked for the following reasons: * Your loan is Approved/Funded * The user intentionally selected to Lock the spread You will see a small lock icon in the heading of each locked period. To unlock the Financial Statements: * From within your loan select Loan Ana…
Adding Personal Resource section to Credit Memo
Personal Resource Analysis is no longer required to be included in the analysis being presented to SBA as of April 2, 2020. In a 504 & 7a Connect Calls (June/July 2020) SBA did make a point to mention that adding the Personal Resource Analysis to your SLPC memo would be good practice. For lenders that choose to add…
Loan Analysis Menu Webinars
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Loan Analysis Menu in Ventures. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the webinar. Click this icon to make the Table of Contents appea…
Foundational Webinar Series Hub Page
This hub page will guide you to recordings of our previous webinars covering a variety of topics. The videos are edited for time and have chapters for convenient navigation through topics covered in the webinar. * Administration * Main Menu and Loan Menu * Loan Analysis Menus * ETRAN Submissions (7A and 504) …
