Tracking and Generating Payoff Requests
You can record payoff requests in any Loan Category Type (504, 7A, Commercial) within the **Tracking** menu > **Payoff Requests** sub menu. The loan will need to be in FUNDED status in order to view the menu. ![][1] _How to create a payoff request tracking record:_ 1) Click +Add 2) Enter Estimate Request date ***R…
Add and Track Tasks
**Q: How do I add and assign a task?** A: Tasks can only be assigned to a Ventures user within a loan record. Within a loan record: * Go to Notes / Tasks menu and click on Tasks tab * Click either +Add or +Add Task List (If adding Task List, review KB article[ Adding a Task List][1]) * Fill out task informatio…
Recording UCC information
Users are able to record UCC filings related to their projects. Within the **Collateral** menu > **non real estate collateral** type record > **Lien Recording** tab, check off the UCC Filing box to open up recording information fields. * If Type is set to Initial Filing, then after entering a Filing Date and tabbin…
