CLO User Guide

Change Record

• April 2024 release (4.5000)
• December 2023 release (4.4001)
• August 2023 release (4.3001)
• Spring 2023 release (4.2008)
• Winter 2022 release (4.1014.10)

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Introduction

• Q2 Products
• Key Flows in Q2 Origination

Customer Profiles

• Create Accounts
• Create Contacts

Build your Launchpad

• Application List View
• Appraisal Administration
• Approval Dashboard
• Questionnaire Configuration

Prospect

• Quick Quotes
• Qualification

Application Creation

• Create a consumer line of credit application
• Create a commercial line of credit
• Create a Commercial Lease Application
• Create a Commercial Loan Application
• Create a Consumer Loan Application

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Clone Applications

Loan Dashboard

Contract Maintenance

• Perform Annual Review
• Renew a Loan

Deal Flow and Deal Room

• Create the Deal Flow
• Create the Deal Room

Organization and Collaboration

• Reports and Dashboards

Lease Dashboard

• EQUIPMENT
• LEASE

Credit Facility

• DRAWDOWN TERMS