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Submitting IPERIA Audits via ETRAN

**504 Lenders** If your organization has been requested to upload an IPERIA (Improper Payments Elimination and Recovery Improvement Act) audit file, these audits can be uploaded from within Ventures. Within Ventures follow these steps: * Click on the **SBA Submissions** menu; * Click on the **Etrans** menu; *…

ETRAN 504 Lenders - Interim Lender Wiring Information

Phase 1 of passing Interim Lender Wiring Information to ETRAN has been completed. Information entered in the Closing Requirements > Servicing Agreement menu used to populate SBA Form 1506 Servicing Agent Agreement can now be passed to ETRAN using Ventures. Phase 1 involves the following: * The key to a successful p…

ETRAN: Principal and/or Contact Ownership Requirements

The ETRAN platform has several MANDATORY fields for contacts when presenting them as owners for an entity within ETRAN. The following is a list of required data points that are required: * First Name * Last Name * TIN * Controlling Interest Management * Guarantee Type * Citizenship * Ethnic * Gender …

ETRAN Validation Rule: For Lender, do not have an active agreement (219)

The following validation applies only to 504 Lenders: _For Lender, do not have an active agreement (219)_ SBA has activated a validation rule that will be thrown ONLY if they do not have the ALP Agreement on file for your organization. * If you are NOT an ALP CDC your SBA Processing Method should be 504 - Basic …

ETRAN 912 Submission Package for 7a

ETRAN - Submitting your 912 Package for 7a loans 1. From Ventures > Make sure your Loan Status is set to Open > access the **SBA Submissions > Etran **menu 2. Click on the Existing "**Application #**" or if an application does not exist click on the Green **Add** Button to **Add** a new application (the green Add…

ETRAN Validation Rule: ApplicationNumber XXX is not in IP status.

You have attempted to submit a project for approval or are trying to upload documents but ETRAN fails and gives you the following error message: ![][1] The key sentence in this error is the last one which states that your ETRAN application is not in IP (In Process) status. This generally means that you application i…

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 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…

504 ETRAN PreApp submissions

You can submit 504 pre-applications within Ventures. The following video will show you the steps

ETRAN - Data Transfer & Uploading Compensation Agreement (Form 159) to SBA

This video will highlight the data entry points within Ventures that are needed to successfully pass the Compensation Agreement and the required data elements to SBA's ETRAN platform.

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