The Facility Tracking module introduces participants to the configuration and use of facility tracking in the Lender Dashboard. Participants will learn how to add a facility to a borrower profile and how to update the facility within and independently of margin calculations.

Prerequisites:

Borrower Setup
Borrowing Base Formula Setup
Reporting Schedule
Conduct a Review

Duration:

30 minutes

Learning Outcomes:   

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

1. Identify the business requirements that this feature addresses
2. Describe the benefits of Facility Tracking
3. Create a Loan Facility with multiple Loan Components for both an existing and a new loan
4. Update Loan Components within or independently of a Review