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Create a Collateral in Digital Origination for Lending

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Create a Collateral in Digital Origination for Lending

Loan officers create ‌collateral and add details related to the party financial asset such as liens, insurance policies.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To set up Digital Origination for Lending: Digital Lending permission set

Collateral management begins when the applicant declares a party financial asset as collateral during the loan application stage. Application form and application form product is created upon submission. Then, the underwriter associates a Party Financial Asset with the Collateral.

  1. In the App Launcher, select Digital Lending.
  2. In the menu, select the Application Form Products.
  3. Open a Application Form Product record.
  4. Go to the Related tab.
  5. Under Application Form Product Collateral, select New.
  6. Select for a Collateral Asset.
  7. Select the status of the Application Form Product Collateral.
  8. Select a Party Financial Asset and any lien associated with the Party Financial Asset.
  9. Enter the Pledged Value.
    A Party Financial Asset Relationship record is created to associate the new Party Financial Asset to the current Application Form Product.
  10. Save your changes.

After completing the collateral appraisal, either by a third party or the bank, record details such as due diligence, title clearance, insurance policy, and any legal checks under the Information Verification record.

 
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