Equation Lending User

Course title
Equation Lending User
Duration
3 days
Audience
Partners
Internal
Customers

Overview

  • Lending Parameters
  • Commitments
  • Entering Loans
  • Repayment Schedules
  • Direct Debit Processing
  • Customer Documents
  • Reports and Enquiries

Pre-requisites

  • System Overview
  • Equation Introduction
    Introduction to Parameters

Course Agenda

  • Describe the Loan Lifecycle
  • Configure the Lending Types
  • Add Commitments
  • Enter and Maintain a Loan
  • Generate Repayment Schedules
  • Make Repayments

What's included

Exercises and Quiz, HOL

Delivery dates

Please contact Finastra Academy at academy@finastra.com for latest availability of the course.