Assigning Third Parties to Gateway Applications in Ventures
Please click here to return to the Gateway 2.0 hub page. You can assign third parties to loan applications on the summary page of the application. This allows third parties to log in to the specific applications and upload documents to document requests that have been enabled for third party upload. They third party…
The Gateway Pipeline Status Report
Please click here to return to the Gateway 2.0 hub page. To help keep track of your applications in your Gateway pipeline, we have added a report to the reports section called “Gateway Pipeline”. * Mouse over Data in the menu at the top of the screen. * Click Reports in the menu that appears. * Use the search fi…
The Application Messages Page
Please click here to return to the Gateway 2.0 hub page. The Messages page gives you the ability to contact applicants and is where you will see messages sent to you by applicants. You can access the Messages page by clicking on Application in the overview menu on the left, then clicking the Messages option in the …
The Application Activity Log Page
Please click here to return to the Gateway 2.0 hub page. The Activity log track edits made to the application. You can access the Activity Log page by clicking on Application in the overview menu on the left, then selecting Activity Log. You cannot edit or modify the activity log. It is simply a record of changes ma…
The Application Data Page
Please click here to return to the Gateway 2.0 hub page. The Data page is where you can review information the applicant is entering in their application. You can access the Data page by clicking on Application in the overview menu on the left, then clicking Data in the submenu. Additional sections for secondary app…
Transitioning to a Ventures Loan Record Once the Application is Complete
Please click here to return to the Gateway 2.0 hub page. When you are satisfied with the application and documents provided, and you wish to continue with the loan process, set the Gateway Status to In Review. This marks the application as complete in Gateway. The applicants will no longer be able to edit it. This s…
The Application Summary Page
Please click here to return to the Gateway 2.0 hub page. The Summary page contains important information regarding the status of the Gateway Application. You can access the Summary page by clicking on Application in the overview menu on the left, then clicking the Summary option in the submenu. You can use the Summ…
Reviewing Submitted Gateway Documents
Please click here to return to the Gateway 2.0 hub page. Documents that are submitted need to be reviewed. * 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. Documents that have been submitted…
Finding and Viewing Gateway Applications in Ventures
Please click here to return to the Gateway 2.0 hub page. You can navigate to Gateway Applications in Ventures in a few ways: From your homepage in the Common Actions widget, you can click on: * Find a Gateway Application to navigate to the Loan search page with the search settings already prefiltered to show …
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 …
