Gateway Adding Zip Codes to Products
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 access the menu. * Click the Site Settings menu option. * When the site …
Gateway Password Reset Link Expired or Cannot Find Email
If the password reset link is expired or you cannot find the email, there are two options. You can try the password reset process again, [click here for instructions.][1] If you are still having issues, Administrators have the ability to send the password reset link directly. To do this an Administrator must: * Lo…
Gateway Resetting a Password
* If you forget your password, click the "Forgot Password" link under the login button ![][1] * When the page loads enter your email address and click "Send Reset Email" ![][2] * Look for the email in your inbox. If you do not see it in your main inbox, it may be in your Spam or Junk folder, make sure to che…
Gateway Previewing Forms
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 form the Primary Applicant will see. To preview the form you have built: …
Gateway Objects and Custom Fields available
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 for mapping. ![][1] Objects and their custom fields available in th…
Gateway Document Types and Document Requests
This article will explain the difference between Gateway 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/borro…
Gateway Third Party user
Gateway 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 …
Release Notes - 2023-07-19
![][1] **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][2]**. * Both "American Indian" and "Alaskan Na…
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][1] * [Creating a Form from an already Existing Form][2] * [Buttons and Icons][3] * [Navigating the Form][4] * [Adding…
Gateway Application Status
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.…
