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Payments: Posting Future Payment
This article will show you how to post a future payment. The loan record must be current and payments must be posted individually for each future month. How to Post a Payment 1) Within a loan, go to the Payments menu and click on the Transactions submenu 2) Click the +Add button 3) Transactio…
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How to Add/Remove Board Members
You can track Board Approvals in Ventures in the Loan Analysis > Approval menu . * You can add a board member to the loan's Board Approvals section by clicking Add+ . * If the Board Member already has a contact record created in the system, then begin typing the name until they appear in the dropdown me…
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Add and Track Tasks
Q: How do I add and assign a task? A: Tasks can be assigned to a Ventures user. Tasks are assigned within a loan record. You cannot assign tasks from the Tasks main menu, the main menu is a record of all tasks in you system. Ventures does not have a feature to notify the user when a Task has been assigned, the sys…
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Gateway Adding a Third Party User
Please click here to return to the Gateway Administrator hub page. Third Party Users can be added to your Gateway portal from the Site Settings > Users menu. You will need Lender Admin permissions to access this menu. ***Every account needs a different email address. Two accounts cannot share the same email address…
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Payments: How to Post a Payment
This article will show you how to post a payment to a borrower's account, and how to reverse or delete out the payment. There are two items you will want to confirm before you begin: * Do you have the appropriate permission settings? You need to be able to access the Payments > Transactions menu within a loan, …
