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cats:procedures:loans:loanfeature [2016/02/24 17:24] – [Assigning Collateral to a Loan] amanda | cats:procedures:loans:loanfeature [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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=====Loans/ | =====Loans/ | ||
- | 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 | + | {{entry>0; |
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+ | Loans in CATS usually work by either selecting specific traffic screens | ||
====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. | ||
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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. | ||
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====Summary Report==== | ====Summary Report==== | ||
The Summary report prints a version of the loan details screen | The Summary report prints a version of the loan details screen | ||
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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. | ||
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