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There are different ways of finding collateral agreement:
Collateral > Search agreements.
Fill in the search parameters > Search.
Click the Agreement ID to access the collateral agreement details.
Access asset details page.
Scroll to the Collateral agreements section.
Click the Agreement number to access the collateral agreement information.
Access the loan contract details.
From the content menu choose Collateral.
Click the Agreement number to access the collateral agreement details.
Access the person details.
From the content menu choose Collaterals.
Click the Agreement number to access the collateral agreement details.
To create a collateral agreement with suretyship:
Collateral > Create collateral agreement.
Click Suretyship to add a new or find an existing person.
Click on the Identification number to select a particular person.
Bind loan contract to person. Find an existing loan contract.
Click on the Contract number to select a loan contract that requires suretyship.
Enter the suretyship limit amount and description > Create.
To sign a collateral agreement you need to open it. You can open the collateral agreement via the Collaterals, Loans menu, Person module and Asset details.
It is only possible to sign a collateral agreement in the Preparing status only.
To edit an existing collateral agreement:
On the collateral agreement page, you can modify some of the following parameters:
Collateral agreement number,
Collateral amount,
Pledge amount,
Suretyship limit,
Also, you can add or remove:
Collateral,
Collateral usage,
Suretyship.
You can only modify and add usages until the collateral agreement is signed.
To create a collateral agreement with asset:
Collateral > Create collateral agreement.
Click Asset to add a new one or find an existing asset.
Click on the particular Asset ID to select the asset.
Search for the loan contract that requires an asset.
Click on the Contract ID to select a loan contract that requires an asset.
Click Create.
,
,
,
.
that is used as a collateral.
that is bound to some collateral through agreement.
who is an owner of some collateral asset or is related as a suretyship to any agreement.
or .
that is used as a collateral.
Access asset details page.
Scroll to the Collateral agreements section.
Click the Agreement number to access the collateral agreement information.
Click the Sign agreement button.
Select the Signing date. If required, you can add notes and documents > Sign.
in question.
Modify the collateral agreement by clicking the icon.
(if there are related custom fields to the collateral agreement).
or .
Note that Agreement details section is custom and can be configured according to the needs of your organisation. See more in the .
A collateral agreement binds existing assets or personal suretyship to the loan contract as collateral. It consists of the following steps:
Connecting asset/suretyship to the loan contract.
To discard a collateral agreement you need to open it. You can open the collateral agreement via the Collaterals, Loans menu, Person module and Asset details.
You can discard the collateral agreement in the preparing status only.
To discard a collateral agreement you need to open it. You can open the collateral agreement via the Collaterals or Loans menu:
You can close the collateral agreement in the signed status only.
Creating or selecting an or person.
.
If you add an asset to a loan application/offer, the collateral agreement is automatically created and connected to the particular loan contract when the loan offer is accepted. In this case, you can a collateral agreement and it.
that is used as a collateral.
Access asset details page.
Scroll to the Collateral agreements section.
Click the Agreement number to access the collateral agreement information.
Click the Discard agreement button.
Select the Discarding reason. If required, you can add a comment > Discard.
Note that the Discarding reason parameter is a . You can manage its values by going to Administration > Settings > Lookups > COLLATERAL > Collateral agreement. Choose lookup type DISCARD_REASON.
that is used as a collateral.
Access asset details page.
Scroll to the Collateral agreements section.
Click the Agreement number to access the collateral agreement information.
Click the Close agreement button.
Select the Closing date and Closing reason. If required, you can add a comment > Close.
Note that the Closing reason parameter is a . You can manage its values by going to Administration > Settings > Lookups > COLLATERAL > Collateral agreement. Choose lookup type CLOSE_REASON.
