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Portfolio Management and Commercial Loan Monitoring


Borrowing Base Formula

Description:

The Borrowing Base Formula module introduces the configuration of Margin requirements in the Lender Dashboard.

Prerequisites:

Borrower Setup

Duration:

1 hour

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. Define the purpose of the Borrowing Base Formula Page
  3. Customize a borrower’s margin requirements for the borrowing base calculations