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Showing articles from job tracking tag

Eligibility > Jobs tab fields migration to Tracking > Jobs Tracking menu

Eligibility > Jobs tab fields migration to Tracking > Jobs Tracking menu 504 loan types 2 Year Anniversary Field Jobs Tracking Type Job Tracking Record field Confirmed Date Jobs at 2 Years As of Date if Confirmed Date was entered previously. If Confirmed Date was blank, then this field will show as Not…

Release Notes - 2023-03-02

March 1st, 2023 Announcements Ventures+ Expanded Job Tracking Capability We have added new functionality for Job Tracking.  This enhancement includes the ability to allow Lenders to track job numbers during the servicing stage at any point in time and to track job numbers on a continuous basis.  Watch our…

Jobs Tracking

Job Tracking in Ventures *** Watch This video for a summary of the information below*** How to record job numbers during the application stage: * Click on the Eligibility menu > General submenu > Jobs tab for Prospect or Open status records * An " Origination " record type will be visible * Click on…

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