NetLoan - Capture Contract Provisions
CAPTURING MODIFICATION OPTION DETAILS
The section is not used during the initial loan setup. Modifications that are made during the loan term are displayed on this tab. Modifications cannot be triggered prior to loan commencement and monthly journals have been run. Modifications should be performed using the Modify Loan button on the loan record.
UPLOAD CONTRACT DOCUMENTS & OTHER FILES
Use Case: NetLoan can capture and associate any relevant documents or contracts related to a loan and store/link to the loan record
STEP BY STEP PROCESS
- During initial loan creation or in edit mode of any existing loan record, select the Documents subtab
- Press the New File button to upload contracts or other files that you would like associated with the loan to the NetSuite file cabinet or press the Attach button to attach a file that already exists in the file cabinet to the loan.