9.2 Summary

Information on the Summary data segment in Collateral Approval 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
  1. To launch the Collateral Approval - Summary screen, navigate to Tasks > Free Tasks from the left menu.
    The Free Tasks screen is displayed.
  2. Click Acquire & Edit in the required Collateral Approval task.
    The Collateral Approval - Collateral Summary screen is displayed.
  3. View the Collateral Summary and click Next.