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Syndicating Facilities (End User)

In some instances, the facility requested by a customer may exceed the maximum amount that an organization can handle. In these cases, end users can syndicate the loan to spread the loan facility among other organizations.

To syndicate a facility

  1. Navigate to the Commercial Loan screen.
  2. In the Request list, drill down on a commercial loan request.
  3. Click the Facility Syndication view tab.
  4. In the Borrower list, select a borrower.
  5. In the Loan Facility list, select a facility for the borrower.
  6. In the Bank Syndication list, add a record and complete the necessary fields.
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