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.
    Loan Currency Gross Margin Factor The system displays the Loan currency business’s gross margin factor.
    Gross Margin Factor Specify the business’s gross margin.
    Organization Type Select the type of organization.
    Loan Currency Income The system displays the Loan currency business income amount.
    Income Specify the business’s income amount.
    Financial details Display the financial details section.
    Loan Currency Collection Average Specify the Loan currency collection average.
    Collection Average Specify the collection average.
    Loan Currency Proj Coll Avg Annual Specify the Loan currency annual projected collection average.
    Proj Coll Avg.Annual Specify the annual projected collection average.
    Loan Currency Book List Specify the Loan currency business booklist.
    Book List Specify the business booklist.
    Loan Currency Turn Over Specify the Loan currency turnover amount.
    Turn Over Specify the turnover amount.
    Loan Currency Capital Amount Specify the Loan currency capital amount.
    Capital Amt Specify the capital amount.
    Loan Currency Earned Surplus Specify the Loan currency earned surplus amount.
    Earned Surplus Specify the earned surplus amount.
    Loan Currency Gross Profit Specify the Loan currency gross profit amount.
    Gross Profit Specify the gross profit amount.
    Loan Currency Net Profit Specify the Loan currency net profit amount.
    Net Profit Specify the net profit amount.
    Loan Currency Working Capital Specify the Loan currency working capital amount.
    Working Capital Specify the working capital amount.
    Loan Currency Annual Sales Specify the Loan currency annual sales amount.
    Annual Sales Specify the annual sales amount.
    Loan Currency Projected Sales Specify the Loan currency projected sales amount.
    Projected Sales Specify the projected sales amount.
    Loan Currency Equity Specify the Loan currency equity amount.
    Equity Specify the equity amount.
    Open Delq Specify the open delinquency amount.
    Loan Currency Business Expenses Specify the Loan currency business expenses amount.
    Business Expenses Specify the business expenses amount.
    Loan Currency Personal Expenses Specify the Loan currency personal expenses amount.
    Personal Expenses Specify the personal expenses amount.
    Loan Currency Total Expenses Displays the Loan currency total expenses amount.
    Total Expenses Displays the total expenses amount.
    Loan Currency Annual Proj Sales Amt Displays the Loan currency annual projected collection amount.
    Annual Proj Sales Amt Displays the annual projected collection amount.
    Loan Currency Annual Proj Exp Amt Displays the Loan currency annual projected expenses amount.
    Annual Proj Exp Amt Displays the annual projected expenses amount.
    Assets Display the assets section.
    Loan Currency Current Assets Displays the Loan currency current assets.
    Current Assets/Liability ratio Displays the current asset to liability ratio.
    Loan Currency Fixed Assets Displays the Loan currency fixed assets.
    Fixed Assets Displays the fixed assets.
    Loan Currency Intangible Assets Displays the Loan currency intangible assets.
    Intangible Assets Displays the intangible assets.
    Liabilities Display the liabilities section.
    Loan Currency Current Liabilities Displays the Loan currency current liabilities
    Current Liabilities Displays the current liabilities.
    Loan Currency Long Term Liabilities Displays the Loan currency long term liabilities.
    Long Term Liabilities Displays the long term liabilities.
    Summary Display the summary section.
    Loan Currency Total Assets Displays the Loan currency total assets.
    Total Assets Displays the total asset amount.
    Loan Currency Total Net worth Displays the Loan currency total net worth amount.
    Total Net worth Displays the total net worth amount.
    Loan Currency Total Liability Displays the Loan 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.

Parent topic: Business Tab