This function is for entering Real Estates and Mortgages linked to Real Estates.
The Mortgages can then be linked to Loans. See article Linking Mortgages to Loans
It is possible to import both types via an csv file. Please see example files further down in this article.
Real Estate
Required fields are Owner, property identifier and Name
Example of an Real Estate
Mortgages
NOTE! You must first enter the real estate you want to register mortgages for.
Required fields are Mortgages identifier, Real estate, amount.
If the mortgage is pledged, used as security for a Loan, the lender is selected in the Pledged list.
If it is not pledged the text 'Owner Registered' is shown.
Column names in reports vs Mortgages register field names
Name = Real estate
Mortgages identifier
Description (same)
Base amount = Amount
Base currency = Currency
Within (same)
Deal begin date = Issue date
Deal end date = Annulment date
Order number (same)
Counterparty = Pledged. Blank if Owner registered (not pledged)
Import - file examples.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article