Gateway 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 *…
Gateway Updating mapping Identifiers in an application
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 over. If the identifier is not valid, the question and response will…
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…
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 t…
Gateway Auto-Generated Emails
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: * Application Decline Generated when Lender changes application status to De…
