User Guide for Master Facility

Change Record

• Change Record
• April 2024 (4.5000) Release
• December 2023 (4.4001) Release
• August 2023 (4.3001) Release
• Spring 23 Release

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Introduction

• Introduction
• Key Stages of the Loan Life Cycle
• Business User Profiles

Manage your Company Profile

• Manage your Company Profile

Defining Key Custom Settings

• Defining Key Custom Settings
• Enable Loan Features
• Defining ACH parameters
• Define Transaction Approval Configuration

Business Processes

• Business Processes
• Billing Cycle
• Payments Flow
• Pre Funding and Post Funding

The Master Loan Facility

• The Master Facility

Create a Master Loan Product

• Create a Master Loan Product

Key Concepts of a CL Contract

• Key Concepts of a CL Contract

The Financial Calculator - FinCalc

• The Financial Calculator - FinCalc

Floating Interest

• Floating Interest

Rate Schedule Setup

• Rate Schedule Setup

Contract Management

• Contract Management

CL Contract Actions

• CL Contract Actions

Billing

• Billing
• Generate and View Bills
• Parameters Affecting Billing
• Consolidated Billing

Payments

• Payments

Fees Management

• Fees Management
• Define a Fee
• Define a Fee Set
• Late Fees
• Periodic Fees

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Delinquency Management

• Delinquency Management
• Payment Tolerance
• Delinquency Grace Days
• Create a Delinquency Payment Plan
• Delinquency Aging

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Virtual Deposits

• Virtual Deposits
• Automatic Deposit Rate Change
• Manual Transfer of Deposit Amount to Loan Account
• Multiple Deposits
• Payments to Deposits

Contingency Status Codes

• Contingency Status Codes

Accounting

• Accounting

Holiday Treatment

• Holiday Treatment
• Holiday Treatment Setup

Broker commission

• Broker commission
• Broker commission
• Broker commission
• Broker commission
• Broker commission

Credit Bureau Reporting - Metro 2 Format

• Credit Bureau Reporting - Metro 2 Format

Reports and Dashboards

• Reports and Dashboards
• Custom Reports
• Standard Reports
• Dashboards
• Exception Reports

Transaction Statement

• Transaction Statement

Collateral Tracking

• Collateral Tracking

Lightning Compatibility

• Lightning Compatibility

The Unit of Work Design Pattern

• The Unit of Work Design Pattern

Snapshot Abbreviations

• Snapshot Abbreviations

Loan API Version Updated to 48

• Loan API Version Updated to 48