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This wildcard character helps you search for customers or deals in Loan IQ.
What is the %?
This was the total of the credit renewal fee for this company effective July 11th, 2024.
What is 80,000.00?
This type of loan functions like a credit card and is used for ongoing cash management.
What is a Revolver?
This tab shows the history of changes made to a loan or facility.
What is the events tab?
This is the total available for this company.
What is 46,783,031.96?
These are the four main notebooks you will use in LoanIQ.
What are the Customer, Deal, Facility, and Outstanding notebooks?
This is the last 5 of the account that pulled the credit renewal fee for the abovementioned client.
What is (in my notes)?
This rate is calculated using a five-day lookback and is used for floating rate loans.
What is SOFR?
This tab contains instructions for routing payments.
What is the remittance instructions tab?
This is the base rate for this company.
What is 4.18%?
This feature will allow you to save frequently accessed entities for quick lookup.
What are Favorites?
This was the amount of the (waived) late fee for this company from the CLS conversion.
What is $50?
What is amortization?
This tab helps you monitor billing cycles and interest accruals.
What is the Accrual tab?
This is the amount of the last interest payment made to this company's 25MM revolver.
What is 18,093.36?
The late charge rule for this company is this.
5% amount past due/10 assess days/$25 minimum charge, found on the CODES tab