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Showing articles from Loan Analysis tag

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 To unlock the Financial Statements: * From within your loan select **Loan Analysis** > **Financial Statements** * Click on the hyperlinked desi…

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 th…

Release Notes - 2022-05-11

**![][1]** **May 11, 2022** **Announcements** # **IMPORTANT: Etran Sam.gov Checks** NADCO has brought to our attention that SBA is screening out files that do not include evidence of the SAM.gov check. Please be sure that you upload all documents evidencing the SAM.gov check(s) during your Etran Application submis…

Release Notes - 2022-04-13

**![][1]** **April 13, 2022** **Announcements** Ventures Support Team is Hiring We are looking to add a member to our support team and who better than someone that is already using the Ventures system. This is a remote position. If you are interested check out our job posting [HERE][2]. # Google Address Autofill …

Release Notes - 2022-04-27

**![][1]** **April 27, 2022** **Announcements** # Address Autofill Enhancement Ventures will auto populate the Census Tract and Congressional District when adding a new Project Address and selecting from the Google Address Prediction drop down list of options. You may also review a brief video demonstrating the en…

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. Table of Contents * Introduction * Administration - System Preferences * Company Statements * Company State…

Release Notes - 2021-10-07

**![][1]** **October 7, 2021** **Announcements** # Ventures Webinar Dates The **_Foundation Series_** starts up again the month of October and runs through November! These sessions are great for new staff members and serve as great refresher courses for existing Ventures users. Register for any of the upcoming ses…

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