Renewal and Refinance
When the Loan Stage is set to Renewal or Refinance, the following grids appear when you select the Recall node.
Figure 1. Renewal Grid
Figure 2. Refinance Grid
Additional records can be added on the Add tab. Selecting Default on the Add tab populates the fields with information from core. This default option is provided to pull the information from Core for the same recalled transaction. The values can be changed, if needed.
Figure 3. Renewal Add Tab
Note The Security Agreement grid is available for renewal transactions and allows you to
enter information for multiple security agreements. The number of collateral records in the
Collateral node determines the number of columns on the grid. You can also add additional
records, if needed.
Figure 4. Refinance Add Tab
