The Import Collateral from Baker Hill Advisor menu item displays only if collateral is optional or required for one or more products on the application.

Importing Collateral from Baker Hill Advisor

To import collateral from Baker Hill Advisor:

Note: You can import collateral for Businesses, Applicants and Co-Applicants. However, you can only import collateral for entities imported from Baker Hill Advisor.

1. Select Import Collateral from Advisor from the Action menu (). The Import Collateral dialog box displays.

   Note: If you click Import Collateral from Advisor from an Action menu, the collateral imported is associated to that applicant or co-applicant.

   

2.  Click on the check box beside each piece of collateral you wish to import.

3. Click OK to import the collateral and close the dialog box.

   The following collateral information is imported from Baker Hill Advisor:

   • Collateral ID

   • Collateral Description

   • Advance Percent

   • Market Value

   • Name of Collateral

   • Collateral Type ID

   Note: If you import collateral multiple times, be aware that clearing the check box on previously-imported collateral will cause this piece of collateral to be deleted from the Baker Hill Origination application.