This section contains information on managing your loan positions and covers the following functions:
- Functions for processing contract data for mortgage loans, borrower’s note loans, policy loans and general loans.
- Functions for entering and posting business operations, such as disbursements or unscheduled repayments.
- The Rollover function automatically adjusts the conditions for loans given at the end of the current fixed period. The system also manages and monitors the related business operations. You can adjust conditions at any time during the term of the loan.
- For loans taken, you must use the Individual rollover function.
- The Capital transfer functions allow you to group or split contracts.
- Mass processing functions to support loan administration and processing.
- The Premium reserve fund function is only relevant for Germany.
- Staggered release procedure for loan master data and business operations according to the multiple control principle. For more information, see
Portfolio 