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 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 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 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 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…
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 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…
