Search loan contract

This page explains the different ways you can search for existing loan contracts.

To find loan contracts through the global loan search, follow these steps:

  1. Go to Loans > Search > Contracts.

  2. Fill in search parameters, then click Search.

  3. Click the Contract number to open the loan contract details.

Search through the borrower profile

To find loan contracts through the borrower (person), follow these steps:

  1. Find the person who holds the loan contract.

  2. From the content menu, select Loans > Loan contracts.

  3. Click the Contract number to open the loan contract details.

Search through the asset

To find loan contracts from the asset record, follow these steps:

  1. Go to Collateral > Search assets.

  2. Fill in search parameters, then click Search.

  3. Click the Asset ID to open the asset details page.

  1. Scroll to the Collateral agreements section, then click the Credit contract to view the loan contract details.

Search through the collateral agreements

To find loan contracts through the collateral agreements, follow these steps:

  1. Go to Collateral > Search agreements.

  2. Fill in search parameters, then click Search.

  3. Click the Agreement ID to open the collateral agreement details.

  1. Scroll to the Collaterals section, then click the Contract number to view the loan contract.

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