Asset type*
List
Select the asset type from the list. The available values are:
Vehicle,
Commercial pledge,
Real estate,
Security,
Deposit.
Asset class*
List
Select the asset class.
Note that the asset class is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset class.
Configure new values for the asset class parameter.
Fill in the Owners parameters and click the Add person button to select an existing person or create a new person.
Ownership type*
List
Select the type of asset ownership. Note that the ownership type is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset ownership.
Configure new values for the asset ownership parameter.
Ownership size*
Number
Enter the asset ownership percentage.
Owner name*
Text
This field will be autofilled when the owner person is selected.
Identification number*
Number/ Text
This field will be autofilled when the owner person is selected.
Value type*
List
Select the asset value type.
Note that the value type is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset evaluation.
For the Lookup type choose TYPE.
Configure new values for the value type parameter.
Amount*
Number
Enter the asset value amount and currency. Note that the asset evaluation currency must match the target loan currency code.
Evaluation date*
Date
Select the date when the asset evaluation was performed.
Evaluator
List
Select the asset evaluator. Note that the evaluator is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset evaluation.
For the Lookup type choose EVALUATOR.
Configure new values for the evaluator parameter.
Insurance company*
Text/ Number
Enter the name of the insurance company. Note that the insurance company is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset insurance.
Configure new values for the insurance company parameter.
Agreement number*
Number/ Text
Enter the number of the insurance agreement.
Amount*
Number
Enter the insurance amount and select currency.
Start date*
Date
Select the date when the asset was insured.
End date*
Date
Select the insurance end date.
Description
Text/ Number
Enter additional information about the insurance.
Pledgee*
Text/ Number
Enter pledgee full name.
Pledge amount*
Number
Enter the pledge amount and currency.
Rank*
Number
Enter the asset rank.
Loan type code
List
Select the loan type code. Note that the loan type code is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset liability.
Configure new values for the asset liability parameter.
Loan amount
Number
Enter the loan amount.
Description
Text/ Number
Enter additional information about the pledge.
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A selected asset class may offer/ require submitting additional custom fields, if this feature is configured for a client. See the chapter for more information.
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