Gateway Previewing Forms
You can preview forms you have created for applicants in Gateway. This will give you the ability to see what applicants will see when they are filling out said forms. This article is also available as a video: In this example we will use the form the Primary Applicant will see. To preview the form you have bu…
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 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…
