SETUP CLIENT ACCOUNT
- From the Home page of the application click on the “Register” button to open the “Choose Client Type” page.
- Select your Client Type from the dropdown and click on Continue to open the Corporate Lender/Agent page.
- Provide details for your Profile and complete the Security Administrator Profile.
- After completing the Administrator profile, enter the same image text on the “Security Check”
page in the box provided and click on the “Submit” button.
- The “Account Successfully Submitted” message appears to confirm the success of the submission.
- Wait for an approval email message from the Collateral Registry when the account setup request is approved and the account is created.
HOW TO CREATE CLIENT USERS
- Sign In into the application with your “Login Id” and “Password” as Client Administrator or Unit Administrator.
- Click on the “Administrator” menu tab.
- Select “My Users” from the drop down list to load the Users page.
- Click the “Create New User” button and complete the form with the User Profile.
- Select the option Notify User with password to send password notice to user.
- Click the “Save” button to create a new user and complete.
HOW TO ASSIGN ROLES TO A USERS
- Login to the application as the Client Administrator
- Click on the Administration menu tab and Select My Users from the drop down list.
- This takes you to the Users page.
- Move to the List of Users Section and Click on the Editbutton of the preferred User.
- When the Edit User page opens, click on the Modify roles button to load the Roles page.
- Click in the box of a role to assign to user depending his/her responsibilities and then click the “Save Role” button to complete.
HOW TO CREATE UNITS
- Login to the application as the Client Administrator
- Click on the Administration menu tab and Select Units from the drop down list.
- The Financial Institution Unit page opens.
- Click on the Create a New Financial Institution Unit button to load the Financial Institution Unit Registrationpage.
- Enter unit details and click on Savebutton to create unit and complete.
CHANGE YOUR PASSWORD
- From the Login page, click the link Forgot Password?
- The Password Reset page loads requesting for your email address.
- Enter your email address in the email box and the same text on the security image box.
- Click on the Submit button to send request for password reset.
- After successfully submitting password reset request, go to the inbox of the email address you provided above and open the system generated email received from the Collateral Registry.
- Click on the Reset Password link to take you to the Change Password page.
- Enter a new password in the New Password box and enter the same password in the Confirm New Password box.
- Enter the text in the Security Check box and Submit.
REGISTER A Security Interest
- Login into the application with your “Login Id” and “Password”
- Click on the “Security Interest” Menu and select “Create New Security Interest” option from the drop down.
- Provide information for the fields on the “Loan Information” form.
- Click on the “Lender” tab under the “Registration Information” column to display the “Lender” profile details captured during the account setup stage.
- To enter additional Lender details, click on the appropriate button on the form and provide information for the fields.
- Click on the “Borrower” and “Collateral” tabs to fill the forms. Make sure information for all mandatory fields are provided.
- Click on the “Add File” button to attach a file document in Word or PDF formats to the Security Interest and then click on the “Upload” button to upload the file attachment.
- To request for stamp duty exempt click inside the Stamp Duty Exempt box and provide your comments in the Comment box.
- Click inside the Acknowledgement box and then Click “Submit Security Interest” to submit Security Interest for authorization.
HOW TO AUTHORIZE A SECURITY INTEREST
- Login to the application with your “Login Id” and “Password” as a Client Authorizer.
- Click on “My Tasks” Menu and select “My Pending Tasks” from the drop down.
- Click on the “Handle” button of the Security Interest of interest.
- This opens the “Handle Task” page to review registration details.
- Scroll down to the Authorization section. Select “Authorize” to approve, “Deny” to terminate or “Resend to Submitter” to return to the Submitter for or correction and resubmission.
- Click the “Submit” button when done.
SEARCH SECURITY INTEREST (REGISTERED USER)
- Login to the application with Login Id and Password.
- Click on the Search menu and Select Official Search from the dropdown list.
- The Search Security Interest page is displayed.
- Select the Search criteria type. Search may be conducted by the following criteria:
- Borrower Type
- Collateral Serial Number
- Click on the “Submit Search Request” button.
- Click OK to open the Search Results page.
- Select the Security Interest of choice and click View and Generate Search Report button to view the details of the search.
- To generate the Search Certificate, click on Generate Search Report to generate the Search Certificate.