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Portfolio Management and Commercial Loan Monitoring


Insured Receivables

Description:

The Insured Accounts Receivables module allows participants to setup an insured A/R class in the Borrowing Base Formula, as well as conduct a manual review using an insured A/R class.

Prerequisites:

Borrower Setup
Borrowing Base Formula Setup
Reporting Schedule
Conducting a Review – Manual Submission

Duration:

2.5 hours

Learning Outcomes:   

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

  1. Configure Insured Receivables in the Borrowing Base Formula
  2. Conduct a Review with Insured Receivables
  3. Discuss benefits and best practices