Release Notes - 2023-12-20
DECEMBER 20TH, 2023 ANNOUNCEMENTS VENTURES New “SAM Unique Entity ID” Field Added to Entity Records A "SAM Unique Entity ID" field has been added to all record types in the Entities menu > Entity Record > General tab > Identifiers section. If you want to record the U nique Entity ID assigned to a company from…
Tracking SAM Exclusions Search and Data Input
Tracking SAM Exclusions Search and Data Input within Ventures Ventures has enabled new fields to allow for the tracking of the SAM Exclusions search for Entities, Agents, Principals, Trusts. This new feature can be viewed at a glance from within a loan in Ventures > Verification > SAM menu. The SAM data re…
