Gateway Adding Zip Codes to Products
Please click here to return to the Gateway Administrator hub page. This article is also available as a video: You can specify which Zip Codes you accept applications from per loan product in Gateway. * Log in to Gateway. * Click the icon with your initials in it in the top right corner of the screen to acc…
Gateway Resetting an Administrator Password
Please click here to return to the Gateway Administrator hub page. * If you forget your password, click the "Forgot Password" link under the login button * When the page loads enter your email address and click "Send Reset Email" * Look for the email in your inbox. If you do not see it in your main …
Release Notes - 2023-07-19
JULY 19TH, 2023 Announcements VENTURES ALL LENDERS - Race Dropdown Changes We split a couple of combined Race dropdown values into their own individual values and added an "Other" option. There is a short KB article about this HERE . * Both "American Indian" and "Alaskan Native" will map to the combine…
Gateway Objects and Custom Fields available
Please click here to return to the Gateway Administrator hub page. Lenders can map most custom fields from the portal application to its Ventures custom field in the Site Settings > Application Settings menu. The custom field will need to be first added to the Ventures site before it will be available in the portal …
Release Notes - 2023-02-01
February 1st, 2023 Announcements Ventures+ ***MUST READ*** New Enhancement EXPANDED JOB TRACKING CAPABILITY We are excited to announce we have added new functionality for Job Tracking. This enhancement includes the ability to allow Lenders to track job numbers during the servicing stage at any point …
Release Notes - 2023-05-10
May 10th, 2023 Announcements VENTURES ETRAN Loan Authorization - 504 Lenders Did you know you will need to generate the ETRAN Loan Authorization and stop using the Wizard starting Friday, May 12th? You can generate the Authorization (soon to be known as Terms and Conditions) in ETRAN or you can generate it …
Gateway Adding a Third Party User
Please click here to return to the Gateway Administrator hub page. Third Party Users can be added to your Gateway portal from the Site Settings > Users menu. You will need Lender Admin permissions to access this menu. ***Every account needs a different email address. Two accounts cannot share the same email address…
Gateway Previewing Forms
Please click here to return to the Gateway Administrator hub page. You can preview forms you have created for applicants in Gateway. This will give you the ability to see what applicants will see when they are filling out said forms. This article is also available as a video: In this example we will use the …
Release Notes - 2023-03-16
March 15th, 2023 Announcements Ventures UPDATES to Job Tracking Capability ALL LENDERS There have been a few updates to our Job Tracking feature that you will want to be aware of. * The Eligibility > General > Jobs menu will now only show the " Origination" record . Previously, this menu would show any a…
Gateway Application Form Edits
This article is also available as a video: Looking for a specific instructions or a specific section? Use the table of contents below to jump right to it! * Identifying which form to edit * Creating a Form from an already Existing Form * Buttons and Icons * Navigating the Form * Adding a new Tab * Adding …
