Gateway Document Types
Gateway Document Types are set in Ventures. All the options related to Document Types in Gateway are set in the Administration of Ventures by a Site Administrator. Please note, this is separate from a Document Request in Gateway. Document Requests are how you add a request for a document to an application in Gateway.…
Gateway Adding Zip Codes to Products
This article is also available as a video: You can specify which Zip Codes you accept applications from per loan product in Gateway. * Log in to Gateway. * Click the icon with your initials in it in the top right corner of the screen to access the menu. * Click the Site Settings menu option. * When the si…
Gateway Resetting a Password
* If you forget your password, click the "Forgot Password" link under the login button * When the page loads enter your email address and click "Send Reset Email" * Look for the email in your inbox. If you do not see it in your main inbox, it may be in your Spam or Junk folder, make sure to check there…
Gateway Password Reset Link Expired or Cannot Find Email
If the password reset link is expired or you cannot find the email, there are two options. You can try the password reset process again, click here for instructions. If you are still having issues, Administrators have the ability to send the password reset link directly. To do this an Administrator must: * Lo…
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 Objects and Custom Fields available
Lenders can map most custom fields from the portal application to its Ventures custom field in the Site Settings > Application Settings menu. The custom field will need to be first added to the Ventures site before it will be available in the portal for mapping. Objects and their custom fields available in t…
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 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 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…
