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Showing articles from jobs tag

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…

Release Notes - 2023-03-29

**![][1]** **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 ro…

Release Notes - 2023-03-16

**![][1]** **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**. Pr…

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 to …

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