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 Third Party user
Gateway allows the Lender to email invite and assign a Third Party to applications in order to obtain documentation they may have. Typically, this user type would be someone outside your organization that you still want to give access to specific applications for document upload. The Third Party user will not be able…
Gateway How to add an additional Document Request to an existing application
Lenders can add additional document requests to existing applications. This can be done at any time, regardless of the application's status (Open, Submitted, Reviewed, etc). How to request additional documents: * Click on the hyperlink application number of the application you want to add document requests to *…
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 Document Requests
This article will explain how to add, edit or delete Document Requests in Gateway. You can find instructions on adding Document Types to Gateway in the article here. After adding a Document Type in Ventures, Lenders should go to Site Settings > Application Settings menu to add Document Request to the application(…
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 Application Status
There are six application statuses within Gateway. The Lender and applicants will be able to see all statuses. Some are system generated, and some can be set by the Lender. These statuses do not come over with the application once it is pushed to Ventures. The Ventures record will be set to Prospect status by default…
Gateway mapped Ventures fields matrix
This article is to show a Gateway Site Admin where the Ventures field in Gateway's form designer " Choose Ventures Field " dropdown will map to in a Ventures record. When you click on the "Choose Ventures Field" dropdown menu, the existing mapped Ventures fields are listed first, followed by any custom fields you hav…
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…
