cats:procedures:loans:loanfeature

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cats:procedures:loans:loanfeature [2016/02/24 17:22] – [Assigning Collateral to a Loan] amandacats:procedures:loans:loanfeature [2017/12/19 03:21] (current) – external edit 127.0.0.1
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 =====Loans/Collateral===== =====Loans/Collateral=====
-Loans in CATS usually work by either selecting specific traffic screens to use as collateral or otherwise entering a loan amount without showing collateral.  
  
-<note>You have the option to use a series of Trust Documents to verify the collateral you place on a loan.</note> +{{entry>0;Loans;-}}{{entry>0;Assign Collateral;-}}{{entry>0;Summary Report;-}}   
 + 
 +Loans in CATS usually work by either selecting specific traffic screens to use as collateral or otherwise entering a loan amount without showing collateral. 
  
 ====Adding a Loan==== ====Adding a Loan====
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 Then choose a location screen from the chooser and pick **Continue** to assign collateral to this loan. Then choose a location screen from the chooser and pick **Continue** to assign collateral to this loan.
 [{{:cats:procedures:loans:loan_selecttrafficscreen.png|Choose a location screen and click Continue to assign collateral.}}] [{{:cats:procedures:loans:loan_selecttrafficscreen.png|Choose a location screen and click Continue to assign collateral.}}]
 +
 +<note>You have the option to use a series of Trust Documents to verify the collateral you place on a loan.</note> 
    
 You will be asked to specify for each traffic screen the trust document provided to the bank to verify the collateral. Select a Trust Document (or leave as **None**) to show the status and date of the material. Click the **Apply** button.  You will be asked to specify for each traffic screen the trust document provided to the bank to verify the collateral. Select a Trust Document (or leave as **None**) to show the status and date of the material. Click the **Apply** button. 
 [{{:cats:procedures:loans:loan_trustdocstatusdropdown.png|Indicate the trust document status and pick Apply to proceed.}}]  [{{:cats:procedures:loans:loan_trustdocstatusdropdown.png|Indicate the trust document status and pick Apply to proceed.}}] 
  
-The contract chooser will return. Keep selecting collateral until you are satisfied with the collateral on the loan,  then pick **Cancel** from the chooser to return to the loan details screen.+The contract chooser will return. Keep selecting collateral until you are satisfied with the collateral on the loan,  then pick **Cancel** from the chooser to return to the loan details screen, where the collateral will now be displayed. 
 + 
 +The collateral details table shows the Units, Weight, and Value/Amount of each type of collateral.  
 +[{{:cats:procedures:loans:loan_collateralonscreen.png|Collateral Lines on this loan.}}]
  
 To remove collateral, simply use the **Physical Collateral > Unattach Collateral from Traffic Screen > Traffic Screens** menu choice.  To remove collateral, simply use the **Physical Collateral > Unattach Collateral from Traffic Screen > Traffic Screens** menu choice. 
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 <note tip>You can review without changing anything by using the **Review Collateral Traffic Screens** menu option. </note>  <note tip>You can review without changing anything by using the **Review Collateral Traffic Screens** menu option. </note> 
  
-The Collateral details table shows the Units, Weight, and Value/Amount of each type of collateral.  +====Modifying Loan Balances====
 You can use disbursements (and other transactions) to modify the loan balance simply by attaching a loan number to these transactions. Below is a G/L transaction showing the money going against a loan and G/L account. You can use disbursements (and other transactions) to modify the loan balance simply by attaching a loan number to these transactions. Below is a G/L transaction showing the money going against a loan and G/L account.
 [{{:cats:procedures:loans:loan_loanondisbursement.png|Enter a loan number to modify the loan balance using a transaction.}}] [{{:cats:procedures:loans:loan_loanondisbursement.png|Enter a loan number to modify the loan balance using a transaction.}}]
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 ====Summary Report==== ====Summary Report====
 The Summary report prints a version of the loan details screen  for all loans in the system. You can use the filters to show one loan or loans within a certain date range. The Summary report prints a version of the loan details screen  for all loans in the system. You can use the filters to show one loan or loans within a certain date range.
 +[{{:cats:procedures:loans:loan_summaryreportfilters.png|Filters for the Loan Summary Report.}}]
      
 Below is a sample Loan Summary Report, showing the Loan Balance and Collateral Value information. Below is a sample Loan Summary Report, showing the Loan Balance and Collateral Value information.
- +[{{:cats:procedures:loans:loan_summaryreportsample.png|A Sample Loan Summary Report.}}] 
 +{{tag>Loans AssignCollateral SummaryReport}}
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  • Last modified: 2017/12/19 03:21
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