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# Configuring

1. Create a process template.
   - In the Process Properties pane, select Product in the Context list. Complete the other required information.

   - In Task Properties pane, select Spread CRE Operating Statement in the Integrated Task list.

   - Select Collateral in the Integrated Task Entity list.
2. After the template is completed, activate the template so it is available for users to start new processes in CASH Suite.

Note: If multiple collateral are associated with a loan, only real estate collateral will be filtered and display on Integrated Tasks card. Selecting the link will open the specific operating statement.

Note: If an operating statement does not exist in real estate collateral for an entity (borrower, guarantor etc.), selecting Create opens CASH Suite so collateral can be created. Some information displays as defaulted. If multiple collateral exist, the appropriate collateral can be selected.