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 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 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 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 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 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 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 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 Adding Lender and Third Party User
Users can be added to your Gateway portal from the Site Settings > Users menu. You will need Lender Admin permissions to access this menu. ***Every user account needs a different email address. Two accounts cannot share the same email address on your portal*** There are three User Types available: * Lender - T…
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…
