User Guide for Master Facility
User Guide for Master Facility
Preface
Change Record
- Change Record
- August 2024 Change Record
- April 2024 (4.5000) Release
- December 2023 (4.4001) Release
- August 2023 (4.3001) Release
Introduction
Manage your Company Profile
Defining Key Custom Settings
Add a picklist value
Business Processes
Amortization Schedules Storage Optimization Overview
The Master Loan Facility
Create a Master Loan Product
- Create a Master Loan Product
- Define the Protect Fee Split
- Define the Fee Order
- Define Broker Commission Hierarchy for Lending Product
- Define a Company's Loan Product
Key Concepts of a CL Contract
The Financial Calculator - FinCalc
Floating Interest
Rate Schedule Setup
Contract Management
- Contract Management
- Capitalization
- Refinance a Loan
- Create a Fee or Charge
- Loans boarded by a partner financial institution, and bought back by the lender
CL Contract Actions
- CL Contract Actions
- Change the Due Day
- Change the Payment Amount
- Adjust the Loan Principal Amount
- Extend a Loan Contract
Billing
Payments
Fees Management
Delinquency Management
- Delinquency Management
- Delinquency Grace Days
- Create a Delinquency Payment Plan
- Delinquency Aging
- Delinquency on the Basis of Balance Records