Apply+ 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 Apply+ * Click on your profile icon in the upper right hand corner * Select **Site Sett…
Apply Portal Text Customization
You can adjust the text on various Apply+ pages to fit your needs. To adjust the text, you will need to be a site administrator. * Log in to your Apply+ 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 Settings…
Apply+ 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 Apply+ Document types have not been mapped to Docu…
Apply+ 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 …
Apply+ How to push an application to Ventures
Applications can be pushed from Apply+ to Ventures. This can include data entered into the application and documents uploaded to document requests. **Please note, an application needs to be in Submitted or Reviewed status in order to be pushed to Ventures.** These statuses means all required data and document uploads …
Apply+ How to add an additional Document Request to an existing application
Lenders can add additional document requests to existing applications. This can be done at any time, regardless of the application's status (Open, Submitted, Reviewed, etc). **How to request additional documents:** * Click on the hyperlink application number of the application you want to add document requests to …
Apply+ How to Review Submitted Applications
This article will show how a lender can review applications started and/or submitted within their Apply+ portal. **How can you review the DATA that was entered?** You can review the data applicant(s) have entered at any stage/status of the application * To Review data entered: * Click on the hyperlinked app…
Apply+ Updating mapping Identifiers in an application
This article will show how a Lender, with Lender Admin permissions, can update an identifier field in their Apply+ application. An identifier can map a question asked in an application to a specific field in Ventures once the application is pushed over. If the identifier is not valid, the question and response will be…
Apply+ Auto-Generated Emails
There are 7 auto-generated email templates in Apply+. 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:** * Application Decline * Generated when Lender changes application status t…
Release Notes - 2022-11-22
**![][1]** **November 22, 2022** **Announcements** # **Ventures+** * * * **504 API Authorization: ** **Ventures**** is excited to announce that we have enabled the ability to generate the Etran SBA 504 Loan Authorization directly from Ventures! The ability to generate the Authorization Wizard will remain availab…
