6.1 Summary

This topic provides systematic insturctions about the Summary data segment in the Legal Opinion stage.

In the Summary data segment, the following collateral details captured as part of Collateral Perfection or Review process are displayed.

• Basic Information
• Collateral Type (Property) Details
• Linked Facilities Details
• Ownership
• Seniority of Charge
• 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 Task

   
   

   
   Description of "Figure 6-1 Free Task"

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

   Figure 6-2 Legal Opinion - Summary

   
   

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

   
   
3. View the Collateral Summary and click Next.