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 Logo and Portal Color setup
This article will tell you how to add/change your portal's logo, and change your portal's primary and secondary colors. You will need to have Lender Admin permission settings to update your portal logo and colors. * Log into Gateway * Click on your profile icon in the upper right hand corner * Select **Site Set…
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 Field Types
Below are the **Field Types** available in an Application Form. If you are creating a field that does not exist in Ventures and have selected the "**None**" value in the **Choose Ventures Field** dropdown, you will see all field types available. If you have selected an existing Ventures field, your Field Type dropdown…
Gateway Notes
Within an Application's Summary page, a Lender can record comments related to the application in the Notes section. **Only Lender users will see and have access to the Notes section. **Third Party users and applicants will not see this section or be able to view/add notes. The notes that are recorded will be added to …
Gateway Common Error Messages
**Validation Returned** **Issue** **Resolution** Data Push Success, Document Failure ![][1] The application was pushed to Ventures and a record has been created, however a document, or some documents, have not been pushed over to the record. This is because certain Gateway Document types have not been mapped to Doc…
Gateway Portal Text Customization
You can adjust the text on various Gateway pages to fit your needs. To adjust the text, you will need to be a site administrator. * Log in to your Gateway account. * Click on the circular Icon with your initials in it to access the menu. It should be in the top right corner of the page. * Click on Site Settin…
