11.1 Collateral Summary

This topic provides systematic instructions about the Collateral Summary data segment in Valuation 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 11-1 Free Tasks

   
   

   

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

   Figure 11-2 Valuation - Collateral Summary

   
   

   

   
   
3. View the Collateral Summary and click Next.