Manage the Portfolio of an Account

Fairways Debt store details of the loans booked in the account.

 

Log In to Fairways Debt
  1. Log in to Fairways Debt.
  2. Load the relevant customer account.

 

Manage the Portfolio of an Account
  1. Click Portfolio.
  2. Select a debt/transaction type.

Home_Portfolio_EN.png    

The relevant portfolio displays.

Portfolio_EN.png    

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Component

Description

A

Search

Search for a loan using its reference.

B

Schedule

View the amortization schedule of a loan.

C

Reference

View a loan profile.

D

Sort

Sort lines by a criteria.

E

Exportation

Export data to Excel.

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