Financial calculator

There is an easy to use financial calculator that can be saved and used to calculate the financial details for a finance agreement / application.

The link to this calculator can be accessed here.

• Related Articles

• Setup control accounts for an originator group

  The financial control accounts are linked to a warehousing entity and all control accounts are setup at warehouse entity level. Finance companies will need to indicate which control accounts are used for fees (like establishment fees, management ...

• Finance agreement finance detail change reason

  Finance agreement finance detail change reasons are pre-defined reasons that the finance company can define that can be used by team members when they modify the  financial details  on a finance agreement. 1. To create a reason, navigate ...

• When does an application become a finance agreement i.e. when is it purchased

  An application becomes a finance agreement i.e. it is purchased / draw down the application has been approved by the credit team the listing / application has been funded i.e. by investors or by the finance company, whoever is funding it if required, ...

• Edit, assess and evaluate applications

  Once applications have been submitted by the borrowers they can be assessed by the credit assessors and evaluated in order to determine if finance will be granted 1. Navigate to Home Pages > Borrowing: NOTE: If the application number is known, the ...

• Add asset class smartfund mandate for an investor

  The Smartfund logic to place bids automatically for investors will make use of mandates that are defined by investors to ensure that bids are placed as per their financial requirements. These mandates will be able to be defined in the system by both ...