4.1 Collateral Summary

This topic describes information about the Collateral Summary data segment in the Valuation 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

Note:

The Configured Stage Status is updated based on the status of parallel tasks generated in the system.

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

   Figure 4-1 Free Tasks

   
   

   
   Description of "Figure 4-1 Free Tasks"

   
   
2. Click Acquire & Edit in the required Valuation task.
   The Valuation - Collateral Summary screen is displayed.

   Figure 4-2 Valuation _ Summary

   
   

   
   Description of "Figure 4-2 Valuation _ Summary"

   
   
3. View the collateral summary and click Next.