Siebel eFinance Guide > Commercial Loans > End-User Procedures >

Syndicating a Facility

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. From the Show drop-down list, select My Requests.
  3. In the Request list, select a commercial loan request.
  4. Click the Facility Syndication view tab.
  5. In the Borrower list, select a borrower.
  6. In the Loan Facility list, select a facility for the borrower.
  7. In the Bank Syndication list, add a record and complete the necessary fields.

 Siebel eFinance Guide 
 Published: 20 October 2003