12.1 Collateral Summary

This topic provides systematic instructions about the Collateral Summary data segment in Collateral Review stage.

In the Collateral 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. From Home screen, click Tasks. Under Tasks, click Free Tasks.
    The Free Tasks screen is displayed.

    Figure 12-1 Free Tasks


    Free Tasks queue in OBCFPM

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

    Figure 12-2 Collateral Review - Collateral Summary


    Collateral Summary

  3. View the Collateral Summary and click Next.