Table of contents
Initial Set up
Before creating your first Deal there are seven initial steps to be completed.
They function as the core information of your client base, onboarded funders, the type of products, and the limits you will use.
Every detail you set up can be reused later for the sake of multiple Deals. For example:
A Customer can be linked to one or several Deals
A Product Structure can be linked to one or several Deals
In the following process you will create:
COMPANIES | |
PRODUCTS | |
PROGRAMMES / LIMITS | |
FLOATING RATES (optional) | Step 6: Create a Floating Rate Template |
FX Rates (optional) | Step 7: Create an FX Rate Template |
Following these steps ensures that at the moment of the Deal creation, you have all the information required to complete it.