Gateway Document Types and Document Requests
This article will explain the difference between Gateway Document Types and Document Requests, and how to add, edit, or delete both. **_DOCUMENT TYPES_** Site Settings > Document Types menu is where a Lender adds all possible types of documents they want to collect from applicants at any point in the applicant/borro…
Gateway How to add an additional Document Request to an existing application
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 …
Gateway How to Review Submitted Applications
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 ap…
Gateway Mapping Document Requests to document types in Ventures
This article will explain how to map a document request, from Gateway, to an existing Document Type in Ventures if the Lender has Ventures Document Storage or BMI Document Storage on their site. This will need to be done for every document request in order for the document(s) to be available in the loan record when pu…
Foundational Webinar: Ventures Administration
This is a previously recorded webinar that discusses a general overview of the Administration section. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Users may also download the Administration Overview workbook PDF attached to this arti…
