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Showing articles from application tag

Gateway How to push an application to Ventures

Applications can be pushed from Gateway to Ventures. This can include data entered into the application and documents uploaded to document requests. **Please note, an application needs to be in Submitted or Reviewed status in order to be pushed to Ventures.** These statuses means all required data and document uploads…

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 Application Status

There are six application statuses within Gateway. The Lender and applicants will be able to see all statuses. Some are system generated, and some can be set by the Lender. These statuses do not come over with the application once it is pushed to Ventures. The Ventures record will be set to Prospect status by default.…

504 Submission Types

If you're trying to submit an Application to SBA via ETRAN and the only option you see within the Ventures Submission Type drop-down is **Pre-Application** change your status from **Prospect** to **Open** within the General > General tab. If you're trying to submit a post-approval action to SBA and you do not see the…

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