Starting a New Gateway Application in Ventures as a Lender
Please click here to return to the Gateway 2.0 hub page. To create and send a Gateway application to a new borrower through Ventures, you will need to take the following steps. * Create a New Loan. You can do this by clicking on the New Loan hyperlink in the Common Actions widget on the Ventures main menu, or you …
Updating Gateway Application Statuses
Please click here to return to the Gateway 2.0 hub page. You need to be on the Summary page to the change the Gateway Status of an application. * Click on Application in the menu on the left. * Click on Summary in the submenu that appears. * Click the hyperlinked status listed in the Gateway Status field. A pop …
Requesting Documents from Gateway Applicants
Please click here to return to the Gateway 2.0 hub page. To request Documents from Applicants: * Click on Documents in the overview menu on the left. * Click on Requests in the submenu that appears. * A list of documents that are part of the application will appear. These documents are already requested as part …
Gateway 2.0 What's Changing and What's Not?
Please click here to return to the Gateway 2.0 hub page. What’s Changing? * Only users set up as Gateway Administrators can log in to Gateway. Lender Users with Regular access levels who log in to Gateway will not be able to do so after the update. * Lenders can start applications in Ventures and send them to App…
Locked Data for Gateway Applications in Ventures
Please click here to return to the Gateway 2.0 hub page. When an application is created, data is locked in Ventures. This means that a lender cannot edit data while the applicants are filling out their application. Records that are locked will have a message in their heading explaining that its locked. When r…
Action Items Before and After Gateway 2.0
Please click here to return to the Gateway 2.0 hub page. Remember, any applications that are in Open, Submitted, More Information Needed, or Reviewed status AND the last activity on the application is within 60 days will migrate over. Before the update consider: * Marking any Gateway applications as Withdrawn or …
Gateway Application Statuses in Ventures
Please click here to return to the Gateway 2.0 hub page. The Gateway Application status is on the Summary page found by clicking on Application in the menu on the left then clicking on Summary in the submenu that appears. It will update as the Gateway application is filled in by the Applicants. Lenders can also upda…
Generating Referral / Product Assigned Links from Ventures
Please click here to return to the Gateway 2.0 hub page. You can generate links to Gateway applications to send to potential borrowers. The links will be product and Gateway site specific. You can also generate links that have specific referral codes that link the application to your user account. In Ventures: * …
Gateway Administrator Hub
As a Gateway Administrator there are several tasks you may need to complete in Gateway. Below are articles covering said tasks: Site Customization and Basics: * Setting up your Logo and Gateway Portal Colors * Customizing Gateway Portal Text * Auto-Generated Emails and Setting up Email Templates * Resetting a…
Gateway Application Notifications
Please click here to return to the Gateway 2.0 hub page. You can set Ventures to notify you when you are assigned to a Gateway app, receive a message for a Gateway app you are assigned to, when the data entry portion on an app you are assigned to is complete, and when an application you are assigned to moves to subm…
