7.6.7 Other Details Sub Tab

This topic provides information on other details.

The Other Details sub screen records information regarding monetary amounts associated with the business such as profits, sales, and expenses.

To complete the Other Details sub tab

1. On the Origination, click Origination. Under Origination, click Underwriting.
2. Under Underwriting, click Business. Under Business, click Business. Under Business, click Other Details.
3. Click Edit.
4. Verify financial details as well as assets and liabilities linked to the business.
   A brief description of the fields is given below:

   Table 7-22 Other Details

   Field	Description
   Other Details section	Display the other details.
   Currency	Select the currency.
   Business Type	Select the type of business.
   Analysis Frequency	Select the analysis frequency.
   Line of credit Currency Gross Margin Factor	The system displays the Line of credit currency business’s gross margin factor.
   Gross Margin Factor	Specify the business’s gross margin.
   Organization Type	Select the type of organization.
   Line of credit Currency Income	The system displays the Line of credit currency business income amount.
   Income	Specify the business’s income amount.
   Financial details	Display the financial details section.
   Line of credit Currency Collection Average	Specify the Line of credit currency collection average.
   Collection Average	Specify the collection average.
   Line of credit Currency Proj Coll Avg Annual	Specify the Line of credit currency annual projected collection average.
   Proj Coll Avg.Annual	Specify the annual projected collection average.
   Line of credit Currency Book List	Specify the Line of credit currency business booklist.
   Book List	Specify the business booklist.
   Line of credit Currency Turn Over	Specify the Line of credit currency turnover amount.
   Turn Over	Specify the turnover amount.
   Line of credit Currency Capital Amount	Specify the Line of credit currency capital amount.
   Capital Amt	Specify the capital amount.
   Line of credit Currency Earned Surplus	Specify the Line of credit currency earned surplus amount.
   Earned Surplus	Specify the earned surplus amount.
   Line of credit Currency Gross Profit	Specify the Line of credit currency gross profit amount.
   Gross Profit	Specify the gross profit amount.
   Line of credit Currency Net Profit	Specify the Line of credit currency net profit amount.
   Net Profit	Specify the net profit amount.
   Line of credit Currency Working Capital	Specify the Line of credit currency working capital amount.
   Working Capital	Specify the working capital amount.
   Line of credit Currency Annual Sales	Specify the Line of credit currency annual sales amount.
   Annual Sales	Specify the annual sales amount.
   Line of credit Currency Projected Sales	Specify the Line of credit currency projected sales amount.
   Projected Sales	Specify the projected sales amount.
   Line of credit Currency Equity	Specify the Line of credit currency equity amount.
   Equity	Specify the equity amount.
   Open Delq	Specify the open delinquency amount.
   Line of credit Currency Business Expenses	Specify the Line of credit currency business expenses amount.
   Business Expenses	Specify the business expenses amount.
   Line of credit Currency Personal Expenses	Specify the Line of credit currency personal expenses amount.
   Personal Expenses	Specify the personal expenses amount.
   Line of credit Currency Total Expenses	Displays the Line of credit currency total expenses amount.
   Total Expenses	Displays the total expenses amount.
   Line of credit Currency Annual Proj Sales Amt	Displays the Line of credit currency annual projected collection amount.
   Annual Proj Sales Amt	Displays the annual projected collection amount.
   Line of credit Currency Annual Proj Exp Amt	Displays the Line of credit currency annual projected expenses amount.
   Annual Proj Exp Amt	Displays the annual projected expenses amount.
   Assets	Display the assets section.
   Line of credit Currency Current Assets	Displays the Line of credit currency current assets.
   Current Assets/Liability ratio	Displays the current asset to liability ratio.
   Line of credit Currency Fixed Assets	Displays the Line of credit currency fixed assets.
   Fixed Assets	Displays the fixed assets.
   Line of credit Currency Intangible Assets	Displays the Line of credit currency intangible assets.
   Intangible Assets	Displays the intangible assets.
   Liabilities	Display the liabilities section.
   Line of credit Currency Current Liabilities	Displays the Line of credit currency current liabilities
   Current Liabilities	Displays the current liabilities.
   Line of credit Currency Long Term Liabilities	Displays the Line of credit currency long term liabilities.
   Long Term Liabilities	Displays the long term liabilities.
   Summary	Display the summary section.
   Line of credit Currency Total Assets	Displays the Line of credit currency total assets.
   Total Assets	Displays the total asset amount.
   Line of credit Currency Total Net worth	Displays the Line of credit currency total net worth amount.
   Total Net worth	Displays the total net worth amount.
   Line of credit Currency Total Liability	Displays the Line of credit currency total liability amount.
   Total Liability	Displays the total liability amount.
   Ratios	Display the ratios section.
   Debt Net worth Ratio	Displays the debt to net worth ratio.
   Current Assets/Liability ratio	Displays the current asset to liability ratio.
   Signatures	Displays the signatures section.
   Title 1-4	Specify the title.
   Signature1-4	Specify the signature.