14.1 Collateral Summary

This topic provides systematic instructions about the Collateral Summary data segment in Draft Generation 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 14-1 Free Tasks

   
   

   

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

   Figure 14-2 Draft Generation - Collateral Summary

   
   

   

   
   
3. View the Collateral Summary and click Next.