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Showing articles from Financial Spreads 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 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 A…

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][1] [1]:…

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 Stateme…

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