Apply+ Document Types and Document Requests
This article will explain the difference between Apply+ Document Types and Document Requests, and how to add, edit, or delete both. **_DOCUMENT TYPES_** Site Settings > Document Types menu is where a Lender adds all possible types of documents they want to collect from applicants at any point in the applicant/borrow…
Apply+ Third Party user
Apply+ allows the Lender to email invite and assign a Third Party to applications in order to obtain documentation they may have. Typically, this user type would be someone outside your organization that you still want to give access to specific applications for document upload. The Third Party user will not be able t…
Apply+ Mapping Document Requests to document types in Ventures
This article will explain how to map a document request, from Apply+, to an existing Document Type in Ventures if the Lender has Ventures Document Storage or BMI Document Storage on their site. This will need to be done for every document request in order for the document(s) to be available in the loan record when pus…
Apply+ Application Status
There are six application statuses within Apply+. 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. …
Apply+ Adding Lender and Third Party User
Users can be added to your Apply+ portal from the Site Settings > Users menu. You will need Lender Admin permissions to access this menu. *****Every user account needs a different email address. Two accounts cannot share the same email address on your portal***** ![][1] There are three User Types available: * **L…
Release Notes - 2023-03-16
**![][1]** **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**. Pr…
Release Notes - 2023-02-01
**![][1]** **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…
Release Notes - 2022-10-26
**![][1]** **October 26th, 2022** **Announcements** # **Ventures+** * * * * We have updated our Size Standards search feature and our SBA Size Standards excel download to bring in the latest version (effective 10/1/2022) in the Loan Analysis > Size Standards menu. **![][2]** * In order to help our 7A Lender…
