In this article we will cover the printouts that you can access from the Opportunity Screen:
- Accessing the Opportunity Printouts
- Executive Summary - Opportunity
- What is the Executive Summary - Opportunity Printout For?
- What is on the Executive Summary - Opportunity Printout?
- Executive Summary - Relationship Impact
- What is the Executive Summary - Relationship Impact Printout For?
- What is on the Executive Summary - Relationship Impact Printout?
- Full Opportunity
- Borrower Summary
Accessing the Opportunity Printouts
All printouts, if enabled by your administrators, can be accessed on the Opportunity Screen, under the "Print" drop down menu.
If you need to email the details of an opportunity, you can click "Print" and select the printout you need from the menu. That will give you a PDF file that you can save and attach to an email.
Executive Summary - Opportunity Printout
What is the Executive Summary - Opportunity Printout for?
The Executive Summary - Opportunity is a short overview of an opportunity, and is designed to be a quick snapshot of the opportunity.
What is on the Executive Summary - Opportunity Printout?
The Executive Summary - Opportunity shows basic information such as the lender's name, pricing date, target and actual return, stage, and closing date at the top.
Executive Summary - Relationship Impact Printout
What is the Executive Summary - Relationship Impact Printout for?
You'll be able to choose the Executive Summary - Relationship Impact printout if you have Relationship Awareness and there is a Relationship associated with your opportunity. The Executive Summary - Relationship Impact shows you information from the Relationship Impact screen.
What is on the Executive Summary - Relationship Impact Printout?
The Executive Summary - Relationship Impact will be multiple pages, as in the example below. The first page shows information on portfolio/relationship impact, strategic value, and FTP value. The following pages show information on other scenarios, loans, and active accounts associated with the opportunity you are pricing and its associated Relationship. If there are multiple scenarios, only the scenario included in the pipeline will be detailed.
Full Opportunity Printout
What is the Full Opportunity Printout for?
The Full Opportunity Printout is essentially a paper version of your opportunity; it contains all relevant information for the loan you are pricing in more detail than either the Borrower Summary or the Executive Summary. It is designed to aid in the Loan Committee’s review and discussion of each deal.
What is on the Full Opportunity Printout?
The Full Opportunity Printout contains all the information in the Executive Summary above as well as additional financial details. If there is a Relationship attached to your opportunity, the information shown in the Executive Summary - Relationship Impact will be included in the Full Opportunity printout. If there are multiple scenarios, only the scenario included in the pipeline will be detailed.
Borrower Summary Printout
What is the Borrower Summary Printout for?
The Borrower Summary Printout is a visual tool to assist with communication between a lender and borrower. It is designed to be given to the borrower, as a record of the scenarios you have discussed.
How do I set up the Borrower Summary Printout?
If you click on "Borrower Summary", you can check the box to enable this printout for your lenders, as well as enter a custom footer that will display on each page.
What is on the Borrower Summary Printout?
The first page shows a summary of all scenarios in the opportunity, followed by a detail page for each scenario.
- Summary Page: Shows basic information about each scenario for the purposes of comparison.
- Detail Pages: Each scenario has its own page, outlining the details of the scenario. Note that the names of your guarantee types are visible to the borrower if a guarantee is added to the selected scenario.