This article will explain how to add, edit or delete Document Requests in Gateway. You can find instructions on adding Document Types to Gateway in the article here. After adding a Document Type in Ventures, Lenders should go to Site Settings > Application Settings menu to add Document Request to the application(…
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…