Eligibility > Jobs tab fields migration to Tracking > Jobs Tracking menu
Eligibility > Jobs tab fields migration to Tracking > Jobs Tracking menu 504 loan types 2 Year Anniversary Field Jobs Tracking Type Job Tracking Record field Confirmed Date Jobs at 2 Years As of Date if Confirmed Date was entered previously. If Confirmed Date was blank, then this field will show as Not…
Release Notes - 2023-03-29
March 29th, 2023 Announcements Ventures Custom Financial Statements You may have noticed we made some changes to our Loan Analysis menu > Financial Statements over the weekend! Your Site Admins can now customize Company Financial Statements Balance Sheet and Income Statement rows, and customize Persona…
Release Notes - 2023-03-16
March 15th, 2023 Announcements Ventures UPDATES to Job Tracking Capability ALL LENDERS There have been a few updates to our Job Tracking feature that you will want to be aware of. * The Eligibility > General > Jobs menu will now only show the " Origination" record . Previously, this menu would show any a…
SBA 504 Annual Jobs Report Guide and FAQ
The SBA 504 Loan Program offers financing to small businesses so they can create new jobs and improve the local economy. Every year - as an exhibit to your SBA Annual Report - 504 lenders have to provide a Jobs report to SBA. We have a workbook guide attached to this article that contains in depth examples of how…
