Download Read User Manual - INDUSFLOW SYSTEMS

Chapter 5: Working with Loans
5.3. Loan Maintenance
2.
The Choose Loans from Loan and Properties menu to open Loan
Maintenance Screen.
3.
The screen contains seven tabs described below:
Details
Main screen to set up the loan. Enter the
Borrower ID, loan description, start date of the
loan, principal, term, interest type, interest rate
and the mode in which interest has to be
compounded.
Terms
Displays various controls to establish payment
terms for the loan.
Notes
Enter any remarks and up to three detailed
notes including reference check, collateral and
relevant information.
Property
If you have indicated in Company Profile
(Section 4.3) that loans are linked to real
estate properties, this Tab displays the details
of the property to which the loan is linked.
Contacts
SYNDi allows the user to define up to four coborrowers and four guarantors for each loan.
Any descriptive and quantitative information
about the contacts can be entered on the Notes
tab.
Documents
You can save all documentation related to a
loan in Documents Catalog. All documents in
the Catalog are displayed in Documents tab
and can be opened by double-clicking a
document.
Opt Fields
Enter the optional fields defined for loans.
You may access various tabs by clicking on the tab header. The
fields on each tab are described below:
SYNDi™ Loan Manager, User Manual
Page 144