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Items added since last user group Ricky Garcia.  Additional Closing Fees & Disbursement Report  New Financial Information section on Facility Details.

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Presentation on theme: "Items added since last user group Ricky Garcia.  Additional Closing Fees & Disbursement Report  New Financial Information section on Facility Details."— Presentation transcript:

1 Items added since last user group Ricky Garcia

2  Additional Closing Fees & Disbursement Report  New Financial Information section on Facility Details page 2

3  Rate Schedule Enhancement 3

4  Added several fields to Participations section  Participation Rate  Variable or Fixed  Participation Rate Index  Margin  Servicing Fee ($ or %)  Accrual Basis  Participation or Syndication 4

5  Added Less Participation field to Facility Details page and net out value from Exposure. 5

6  Query Builder Performance Refactor  Work Queues: Restrict to Current Users Items Enhancements  Loan Adjustments to Exposure Permission (AdjToExposureEdit) 6

7  Boarding Class of Presentation Reports 7

8  New Credit Decision Report 8

9  Facility Audit Log  Schedule E Mini-Fin Support 9

10  Query Edit and Query Add permission functionality  Removal of obsolete permissions  Admin configuration for default WAM Action Code 10  Admin menu ease of use and performance changes  Tracking Section  Field Settings broken into individual sections for better performance

11  Added TIN and Full Name to “Covenants by Borrower – All Columns” report  Rent Roll by Unit report sort by unit number  Child File Loan Review Date updates in Relationship File Grid  Added additional fields to Required Document Work Queue column selection 11

12  Enhanced Cash Flow Activity Page Association to support different spread types  Exposed Close Date on Activity Details popup 12

13  Now you can add parties to file without them being in the file  Authorized Signers (goes to OFAC and LaserPro)  OFAC  Added “Return to Relationship Page” when user access party profile from additional relationships  Risk Rating Calculator pulls most recent credit score based on date  Default Statement Type to Tax Return for Tax Returns  Created Traditional Cash Flow Statement templates for AUTO and CONTR industries 13

14  Covenant Enhancements including:  Covenant Measurement Edit permissions  Covenant Measurement is automatically created at creation of covenant record  Update Date and Update User added  Covenant Measurement Past Due Flag added 14


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