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Portfolio Management and Commercial Loan Monitoring


Borrower Setup

Description:

Borrower Setup is the first module in the Covarity Dashboard Training course options. Participants will be provided with an overview of the Covarity Dashboard as well as an introduction to the key navigation points of the Lender Dashboard and the Loan Review process. This module also covers the setup of a new Borrower in the Lender Dashboard.

Prerequisites:

Introduction to the Covarity Dashboard

Duration:

30 minutes

Learning Outcomes:

At the end of this training, participants will be able to:

1. List configuration steps required to automate the loan review process
2. Create a new borrower company in the Lender Dashboard
3. Manage their borrowers