Front Office > Deal Entry
This article describes how to close a deal before its original Maturity Date.
Preclose
Preclose works for the following Deal Types.
- Loan/Depo
- IRS
- Caps & Floors
- Leasing Loans
- Danish Mortgage Loans
- Credit Facility
- Fees (only recurring fee, not one-time fee prepaid)
- Open the deal you on want to Close
- Go to tab 'Transactions'
- Select 'Close'-button.
- Select the date you want to Close the deal.
- Press "OK".
"Transactions" tab
Select Closing date
Permissions needed
The permission Modify Deals (or Deal Type specific permission if applicable) is needed to Close a deal.