ETRAN 504 Submission of Terms and Conditions and Ship Request
On April 1, 2019, SOP 50 10 5(K) added a requirement for CDC's to electronically submit to SBA a copy of the executed Authorization. To comply with this requirement This video will show you how to upload not only the Ship Request but also the executed Loan Authorization using the submission method of Closing Reque…
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 Ve…
ETRAN: Why is the status within CAFS different from what's in Ventures?
The CAFS ETRAN platform shows a different status for my file than what's listed in Ventures ETRAN table. Why doesn't Ventures update with the correct status? SBA's ETRAN platform requires manual authentications of ETRAN users. To update the status within Ventures to match the ETRAN platform you will need to inpu…
ETRAN: Changing SBA Processing Method
How do you change the SBA Processing Method for a file that has already been submitted to SBA? Once an Application Number has been issued by SBA there is no way to change the Processing Method for that Application Number. You would need to Disable the Etran Application in Ventures and create a NEW Etran Applicati…
504 ACH Debit Data Entry and Document Upload via ETRAN
Ventures passes ACH Debit data to the CAFS platform and also allows for you to upload the signed Debit Authorization Form and voided check. This article is also available as a video: Looking for instructions on a specific step? Use the table of contents below to jump ahead! We have a pdf containing answer…
