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 Logo and Portal Color setup
Please click here to return to the Gateway Administrator hub page. 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 yo…
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 …
Gateway Portal Text Customization
Please click here to return to the Gateway Administrator hub page. 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 s…
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 …
Gateway Field Types
Please click here to return to the Gateway Administrator hub page. 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 h…
Gateway Updating mapping Identifiers in an application
Please click here to return to the Gateway Administrator hub page. This article will show how a Lender, with Lender Admin permissions, can update an identifier field in their Gateway application. An identifier can map a question asked in an application to a specific field in Ventures once the application is pushed …
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 …
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 Auto-Generated Emails
Please click here to return to the Gateway Administrator hub page. There are 7 auto-generated email templates in Gateway. These emails get sent when certain actions are taken. Your Site Admin can customize the verbiage on the 7 templates in Site Settings > Email Templates menu. The 7 templates are: * Applicatio…
