How to Create a Fixed Rate Loan Instrument
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6 Easy Steps to Create a Fixed Rate Loan Instrument in TreasuryView
Use this guide or scroll down to learn how to use TreasuryView to easily create a Fixed Rate Loan Instruments.
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- Click “Fixed Rate Loan” (Under Deals)
Give your fixed rate term loan transaction a name or label (Name field)
Click “Deal Details” (upper tab)
- Review and adjust your Fixed Rate Term Loan conditions.
- Select the “Use PMT frequency” option in Amortization tab.
- Click “Save” to save your choices.
1. Click "Fixed Rate Loan"
2. Label your fixed rate term loan transaction
3. Click "Deal Details"
4. Review and adjust Fixed Rate Term Loan conditions
5. Select the "Use PMT frequency" option.
6. Click "Save"
That´s it! Well done!
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