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. How to create a payoff request tracking record: 1) Click +Add 2) Enter Estimate Request date ***Require…
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 tabbing …
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 syste…
