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Lånemedarbejdere opretter sikkerhed og tilføjer detaljer, der er relateret til partens finansielle aktiv, f.eks. leases, forsikringspolicer.
Tilgængelig i: Lightning Experience Tilgængelig i: Professional, Enterprise og Unlimited Edition |
| Brugertilladelser påkrævet | |
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| Sådan opsættes Digitalt udlån: | Tilladelsessættet Digitalt udlån |
Sikkerhedsstyring begynder, når ansøgeren erklærer et parts finansielt aktiv som sikkerhed under fasen af låneansøgningen. Ansøgningsformular og ansøgningsformularprodukt oprettes ved indsendelse. Derefter tilknytter undertakeren et partfinansielt aktiv til sikkerheden.
Efter fuldførelse af sikkerhedsvurderingen, enten af en tredjepart eller banken, skal du registrere detaljer, f.eks. due diligence, titelløsning, forsikringspolice og eventuelle juridiske kontroller under oplysningsbekræftelsesregistreringen.
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