How to Create a Refinancing Loan
using modern TMS?
TreasuryView visualization included.
5 Steps to Create a Refinancing Loan in TreasuryView
Follow this guide or scroll down to learn how to create a Refinancing Loan in TreasuryView.
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- Click “Refinancing Loan” (Under Deals)
Type “Refinancing Analysis”(general data, “name” section)
Review and adjust Refinancing Loan structure and parameters
- Activate always-on refinancing option (“activate refinance” tickbox)
- Save the Refinancing Loan Transaction into your Term Loan Debt Portfolio
1. Click "Refinancing Loan"
2. Type "Refinancing Analysis"
3. Review and adjust Refinancing Loan structure and parameters
4. Activate always-on refinancing option
5. Save the Refinancing Loan Transaction into your Term Loan Debt Portfolio
That´s it! Well done!
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