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Showing articles from search tag

Searching for a loan within Ventures

There are a variety of ways to search for a loan within Ventures. The **Master Search Bar **can search by the following items: * Log Number * Loan Number * File Location * SSN * EIN * Project Property Address * Reference Name * EPC; and * Primary OC You can also search via Quick Search and using th…

Recording UCC information

Users are able to record UCC filings related to their projects. Within the **Collateral** menu > **non real estate collateral** type record > **Lien Recording** tab, check off the UCC Filing box to open up recording information fields. * If Type is set to Initial Filing, then after entering a Filing Date and tabbin…

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