6.1 Collateral Summary

This topic provides about the Collateral Summary data segment in Legal Opinion 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

Note:

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

1. From Home screen, click Tasks. Under Tasks, click Free Tasks.
   The Free Tasks screen is displayed.

   Figure 6-1 Free Tasks

   
   

   
   Description of "Figure 6-1 Free Tasks"

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

   Figure 6-2 Legal Opinion - Collateral Summary

   
   

   
   Description of "Figure 6-2 Legal Opinion - Collateral Summary"

   
   
3. View the Collateral Summary and click Next.