Portfolio
Collateral
A pledged item is described by its own type, receives appraisals with history and is linked to the contract. Encumbrances, their release and foreclosure are recorded as separate entries.
What is inside
- 01
Collateral types with their own field sets: real estate, vehicles, jewellery.
- 02
Appraisal history with date, appraiser and the reason for revaluation.
- 03
Encumbrance, release and foreclosure as standalone events.
- 04
Tax reporting on disposal of the pledged item.
Nearby in this group
Product builder
PDL (payday), instalment, credit line, POS, business and collateral products in one builder.
Servicing and accruals
Daily accruals, payment schedules and allocation of incoming funds across debt components.
Credit lines
Revolving lines, overdrafts and corporate tranches with utilization control.