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 Sett…
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 may …
Gateway Common Error Messages
Validation Returned Issue Resolution Data Push Success, Document Failure 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 Document Type…
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 Setti…
Release Notes - 2023-03-29
March 29th, 2023 Announcements Ventures Custom Financial Statements You may have noticed we made some changes to our Loan Analysis menu > Financial Statements over the weekend! Your Site Admins can now customize Company Financial Statements Balance Sheet and Income Statement rows, and customize Persona…
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 appli…
Gateway How to setup User Notifications for email and text options
This knowledge base article is also available as a video: Each Lender User and Third Party User is able to receive email, text, or both email and text notifications, when certain actions happen within their portal. They will need to set up the notifications within their Manage Account menu. Applicants will automat…
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 Custom URL link to assign product and/or user to application
Lender users in Gateway, with a Staff user permission set, can create custom URL links to automatically assign a product to anyone that uses the link to start the application. This link allows the applicant to skip the validation process for that product except if there is a minimum credit score set. The custom URL…
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…
