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…
Foundational Webinar: Ventures Loan Analysis Menu Overview
This is a previously recorded webinar that discusses a general overview of the Loan Analysis menus in Ventures. Users may also download the Loan Analysis Overview workbook PDF attached to this article. Topics Covered: * Introduction * Administration - System Preferences * Company Statements * Company Statements…
Foundational Webinar Series
Here you will find recordings of our previously recorded webinars or links to the videos in our Knowledge Base. The videos are edited for time and have chapters for convenient navigation through topics covered in the webinar. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the we…
