Create with asset

To create a collateral agreement with asset:

  1. Collateral > Create collateral agreement.

  2. Click Asset to add a new one or find an existing asset.

  1. Search for an existing asset or Create a new asset.

  1. Click on the particular Asset ID to select the asset.

  2. Search for the loan contract that requires an asset.

  1. Click on the Contract ID to select a loan contract that requires an asset.

If there are multiple ownerships related to an asset you must select the relevant ownership.

  1. Click Create.

Note that Agreement details section is custom and can be configured according to the needs of your organisation. See more in the custom fields and lookups section.

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