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…
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 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 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 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…
