7.1.1 Summary

Information about the Summary data segment in the Review and Recommendation stage.

In the Summary data segment, the following collateral details captured in the previous stages are displayed.

• Basic Information
• Collateral Type (Property) Details
• Linked Facilities Details
• Ownership
• Seniority of Details
• Covenants
• Insurance
• Configured Stage Status

1. To launch the Review and Recommendation - Summary screen, navigate to Tasks > Free Tasks from the left menu.
   The Free Tasks screen is displayed.

   Figure 7-1 Free Tasks

   
   

   
   Description of "Figure 7-1 Free Tasks"

   
   
2. Click Acquire & Edit in the required Review and Recommendation task.
   The Review and Recommendation - Summary screen is displayed.

   Figure 7-2 Review and Recommendation_Summary

   
   

   
   Description of "Figure 7-2 Review and Recommendation_Summary"

   
   
3. View the Collateral Summary and click Next.