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…
Gateway Third Party user
Gateway allows the Lender to email invite and assign a Third Party to applications in order to obtain documentation they may have. Typically, this user type would be someone outside your organization that you still want to give access to specific applications for document upload. The Third Party user will not be able…
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…
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…
Gateway Adding Lender and Third Party User
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 user account needs a different email address. Two accounts cannot share the same email address on your portal*** There are three User Types available: * Lender - T…
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, …
