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 …
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 bu…
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 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…
