Gateway Updating mapping Identifiers in an application
This article will show how a Lender, with Lender Admin permissions, can update an identifier field in their Gateway application. An identifier can map a question asked in an application to a specific field in Ventures once the application is pushed over. If the identifier is not valid, the question and response will b…
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…
Mapping Referral Types to SBA Agent Types for use in 159 data transmittal
If you're wanting to electronically pass Agent information to SBA's ETRAN platform the first step is mapping your Referral Types with SBA Agent Types within the **Administration **menu. The steps to do this are outlined below: 1. Within **Partner Contacts** > **Referral Sources** there is a drop-down labeled **Type…
504 ETRAN POC mapping and associated documents
The table below is showing the SBA Codes used for certain documents and who the recipient of those emails would be. The mapping is also showing what roles within **Partner Contacts **in Ventures you would need to update for the ETRAN POC table to auto-populate for you. SBA Code SBA Code Description **Ventures Partn…
