Gateway How to push an application to Ventures
Applications can be pushed from Gateway 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…
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 How to Review Submitted Applications
This article will show how a lender can review applications started and/or submitted within their Gateway 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 ap…
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 b…
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][1] * [Creating a Form from an already Existing Form][2] * [Buttons and Icons][3] * [Navigating the Form][4] * [Adding…
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 …
