Setting Up Facilities (End User)

The Facility Set Up view allows end users to associate the borrowers of a commercial loan request with a corresponding facility.

To share one facility between two companies

1. Highlight the first company and create a new facility.

2. Highlight the second company and associate the same facility with this second company.

When end users create new records in the loan facility list, an Association dialog box displays all facilities under the company group name. The user can select an existing facility for a facility that is renewed or create a new one for a new facility.