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Showing articles from Insurance Tracking tag

Insurance Tracking General Overview

This article will provide a general overview of how to: * Add Insurance Types (Site Administrator function) * Create an Insurance Tracking Record * System Insurance Letters * System Insurance Reports * You may also view the video [HERE][1] **[Adding Insurance Types][2]: **Insurance Types are Custom and ca…

Release Notes - 2022-11-22

**![][1]** **November 22, 2022** **Announcements** # **Ventures+** * * * **504 API Authorization: ** **Ventures**** is excited to announce that we have enabled the ability to generate the Etran SBA 504 Loan Authorization directly from Ventures! The ability to generate the Authorization Wizard will remain availab…

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