Collateral on the Nortridge Loan System is usually entered on the Collateral tab under the Loan view. It can also be entered directly under a contact in the contact’s Collateral tab.

If you need to track collateral on the loan system for a loan that has not yet been entered, or if you need to track a piece of collateral that is linked to multiple loans or contacts, you may enter it from the main collateral screen.

To access the main collateral screen, click Collateral in the shortcut bar. From here, you can run a query on all collateral items that have been entered in the loan system as well as adding new ones and to link existing collateral to loans and contacts.

A collateral that is not linked to a loan or contact will appear with a icon next to the collateral item in the tree.

A collateral that is linked will be indicated by a icon.

A single collateral item may be linked to multiple loans and contacts in a process known as cross-collateralization.

Command	Description
Attach to Loan	Click and select a loan to which to attach the collateral. When attaching a collateral to multiple loans, you may need to clear the query then re-query the collateral for the additional loans to be displayed in the tree.
Attach to Contact	Click and select a contact to which to attach the collateral. When attaching a collateral to multiple contacts, you may need to clear the query then re-query the collateral for the additional contacts to be displayed in the tree.
Detach from Loan	Detaches the selected collateral from the selected loan.
Detach from Contact	Detaches the selected collateral from the selected contact.