Looking to learn more about how Document Storage works in Ventures? This page conveniently collects all Document related Knowledge Base articles for your review. They are separated based on the account type of the user as some functions can only be carried out by Site Administrators: Administration: * Document…
This article will show how a lender can review applications started and/or submitted within their Gateway portal. How can you review the DATA that was entered? You can review the data applicant(s) have entered at any stage/status of the application * To Review data entered: Click on the hyperlinked appli…
Lenders can add additional document requests to existing applications. This can be done at any time, regardless of the application's status (Open, Submitted, Reviewed, etc). How to request additional documents: * Click on the hyperlink application number of the application you want to add document requests to *…
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Administration section of Ventures. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Viewing Tips:…