Where can collateral be edited in nCino?

Collateral in nCino can be edited on the collateral route or on the collateral management record. This is because these areas are specifically designated for managing the details and attributes of the collateral attached to loans. The collateral route provides a clear workflow for tracking and managing all the necessary steps involved in collateral assignment, while the collateral management record stores all relevant information regarding the collateral itself, such as its value, type, and any associated documentation. These dedicated sections ensure that the editing process is straightforward and comprehensive, catering to the specific needs of managing collateral effectively within the loan process.

In contrast, the loan application form is more focused on capturing the initial details of the loan rather than ongoing collateral management. General settings are intended for overarching system configurations rather than individual loan or collateral management. User profile settings typically involve personal preferences and permissions, rather than specific collateral information. Thus, the collateral route and collateral management record are the correct areas to manage and edit collateral within the nCino platform.