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Click on ‘Rund External Reports’ to run reports like Credit Report, Criminal Report, Business Credit Report, DL verfication and OFAC Report.
Mark the checkboxes as true to run the reports and clik on ‘Save’.
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3. Run reports would be visible in the related section of Business Role object
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Generating Lease/Loan Payment Schedule
This feature enables the user to generate lease or loan amortization schedules. Amortization means gradually paying off a debt over time through regular payments. It's like paying for something in small, equal installments until you've paid it off completely. An amortization schedule is a table that shows how your loan payments are split between paying off the principal (the amount you borrowed) and the interest (the cost of borrowing) over time. It also shows your remaining balance and total interest paid.
To
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generate schedules, following fields must be populated under ‘Credit’ tab.
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2. Once all the fields are filled, click on ‘Generate Schedule’ button. Enter the details as per applicant’s requirements and click ‘Generate’ as shown below:
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3. The schedule will be created as shown below. The user can create multiple schedules as per discussions with the applicant. Only one schedule can be marked as final.
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4. To view the schedule click on the ‘eye’ icon.
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5. The schedule will appear as shown below. To save the schedule as pdf, click on ‘Save as pdf’.
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6. Saved payment schedules will appear in 'Files' related section as shown below.
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