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…
Importing RMA Data to Ventures Financial Statements
The following video will show you how to import data from RMAU to your Ventures platform. We also have a handout you can download within this article for future reference. Don't see the NAICS Code in RMA? View the KB article RMA NAICS Code Workaround copy and paste. Modify height and width if desired.
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…
