Collateral 

Use

Using this function, you can enter collateral for a loan which is not based on real estate objects or properties, such as a guarantee or insurance policy. Alternatively, you can assign existing collateral. You can enter the collateral data at an earlier stage in the process, via master data.

Procedure

On the screen for creating or changing an application, contract offer or contract, choose the Collateral tab.

Creating a new collateral item:

  1. Choose Create collateral.
  2. For the rest of the procedure, see creating collateral (from step 2.).

Assigning an existing collateral item to a contract:

  1. Choose Assign collateral .
  2. For the rest of the procedure, see changing collateral.

For more information about collateral, see the documentation for master data under Collateral.