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Course: Covenant Setup
Description:
Covenant Setup introduces participants to the configuration of Covenants in the Lender Dashboard. Participants will learn to add line items to the Covarity balance sheet and income statement templates create ratios and specify covenants values.
Prerequisites:
Borrower Setup
Duration:
1 hour
Learning Outcomes:
At the end of this training, participants will be able to:
1. Identify the steps to configure covenants
2. Add a line item to Statement Templates
3. Create a ratio given a specific formula
4. Set the value against which the covenant is to be tested
Topics covered:
1. Lender Dashboard Review Process
- Overview of the Covarity Dashboard functions
- Where does Covenant Setup fit into the Lender Dashboard
2. Update Statements Templates
- Purpose of Statement Templates
- Viewing Statements Templates
- Add a custom a node
- The statement template history
3. Updating Ratios
- Viewing the default ratio page
- Adding a new group
- Create a customized ratio
- Save the ratio page
4. Updating Covenants
- View the Covenant page
- Specify Covenant value
- The Covenant history section
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