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 Enter Rent Roll 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 displays on Integrated Tasks card. Selecting a link will open CASH Insight and display specific rent roll documents.
Note: If the loan doesn't have collateral with a real estate type, selecting Create on the Integrated Task card opens CASH Suite so collateral can be created. Some information displays as defaulted.

Note: After a Rent Roll has been created, a user can mark their rent roll activities and workflow tasks complete on the CASH Dashboard- Rent Roll page or in CASH Workflow.