Bulk Data Imports
The bulk data import option allows you to bulk import data for Contacts, Companies, Insurance, Loans, Deferments and if applicable, payment accounts. The way these imports work are all the same. In general, this is not something you will do often, this is usually only used during initial set up of your Ventures site.…
Bulk Exporting and Importing Loans
The loan file transfer feature allows you to export loans in bulk from your Ventures platform. For example, this can be useful if you work with an external closing attorney on your loans who also uses Ventures, you can export the loan file when you are done working on it and hand it off to your partner to import into…
