UCC search

Uniform Commercial Code (UCC) filings allow creditors to notify other creditors about a debtor’s assets used as collateral for a secured transaction. UCC liens filed with Secretary of State offices act as a public notice by the creditor of the creditor's interest in the property. UCC Search enables the FI user to search for existing UCC filings by Borrower Name. allows you to "browse" lien records and access associated images of UCC filings.

The following options are available on the UCC Search page:

• Search existing UCCs

• Get UCC Details 

• View UCC Details

Search existing UCCs

Prerequisites

Before you proceed to request the UCC filed against the party or collateral, ensure that the following prerequisites are met:

• CSC UCC package is installed.
  

• CSC UCC integration is activated.

Steps

To request the UCC filed against the party or collateral

1. Log in to your Salesforce account.

2. Go to  (App Launcher) > Applications.

3. From the list of applications, select the required Application ID. 
   

4. Go to More > UCC Search.
   

   

   You can search UCC either by specifying the party name or the file number.

5. To search by party name:

   1. Select any of the following options from the Party Type list:

      • All

      • Borrower

      • Co-Borrower

      • Guarantor

   2. Select an option from the Select a Party list.

      The system displays the Previous Searches results if there are any searches made prior to the current search.

      

   3. Optionally you can specify Nick Name and Address.

   4. Select Search.
      

   5. To confirm the confirmation message displayed, select Yes.
      

      The system displays a success message stating, UCC Search Submitted Successfully and the select Okay.
      

      The system displays the search results that match the filter criteria.

      

6. To search by file number:

   1. First, you need to link the filing number to a party or collateral.
      

   2. Go to UCC Search > Search, and select Search By File Number.
      

   3. Specify the file number in the search text box, and select Link Party.

      

   4. Select the Party Type from the following options, select the Select A Party, and then select Link.

      • All

      • Borrower

      • Co-Borrower

      • Guarantor

   5. To view the detailed Financing Documents, select the Report tab.
      

Get UCC details 

To get the UCC details:

1. Go to the Search Results section, and select the order id.

2. Select Get Detail.

   

3. To get details, select Yes, Fetch Details.
   

   
   

4. In the UCC Details Fetched Successfully message window, select Okay.
   On the Report tab, the Summary Report section displays the UCC details of the selected order id.
   

   
   

   Field Name	Description
   Filing Number	The unique UCC filing number is displayed.
   Filing Category	The UCC category of filing is displayed. For Example, STL.
   Filing Date	The UCC filing date and time are displayed.
   Filing Expiry Date	The UCC filing expiry date and time are displayed.
   Debtor	This field displays the name and address of the debtor.
   Secured Party	This field displays the secured party information that is associated with the party.
   Collateral	This field displays the collateral information that is associated with the party.
   Document	This field displays the View link to preview the document before downloading or printing the document.

5. Select the filing number, and then select Get Document.

6. Select Yes, Get Document, to confirm for the displayed confirmation message, and then select Okay.
   

   The system displays the View link in the Document column.

   

View UCC details

To view the UCC details:

1. Select View.

   
   

2. You can download or print the document from the preview PDF.

   

Errors 

For a detailed understanding of error handling messages, see the error messages section.