Creating Commercial Loan Requests (End User)

End users can create a loan request using one of the following views:

• Companies screen, Loan Request view

• Commercial Loan screen, Requests view

TheSiebel Finance Commercial Loan screen provides access to commercial loan requests. The Requests list displays information about the request, such as company name, request stage, and lending information. End users can use the Commercial Loan screen to locate and update the requests that they create.

To create a commercial loan request

1. Navigate to the Commercial Loan screen.

2. In the Request list or form, add a record and complete the necessary fields as described in the following table.

   Field	Description
   Name	Descriptive name to identify the request.
   Request Method	Indicates the loan request type, such as Business Loan Application or Credit Card Application.
   Request Stage	The values displayed in the Request Stage field drop-down list depend on the request type chosen in the Request Method field.
   Team	Organization’s contacts that have access to the commercial loan request.

After creating a loan request, end users can begin adding the details that are used to make loan decisions. The Borrower Detail view is used to show the profile details of each borrower, such as business, location, and year established. The Borrower Detail information is automatically populated using the information in a company’s profile. As a result, end users must first navigate to the Companies view and update the borrower’s profile.

For more information about updating a company profile, see Managing Companies.