HOW TO...

SETUP CLIENT ACCOUNT

  1. From the Home page of the application click on the “Register” button to open the “Choose Client Type” page.
  2. Select your Client Type from the dropdown and click on Continue to open the Corporate Lender/Agent page.
  3. Provide details for your Profile and complete the Security Administrator Profile.
  4. 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.
  5. The “Account Successfully Submitted” message appears to confirm the success of the submission.
  6. 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

  1. Sign In into the application with your “Login Id” and “Password” as Client Administrator or Unit Administrator.
  2. Click on the “Administrator” menu tab.
  3. Select “My Users” from the drop down list to load the Users page.
  4. Click the “Create New User” button and complete the form with the User Profile.
  5. Select the option Notify User with password to send password notice to user.
  6. Click the “Save” button to create a new user and complete.

HOW TO ASSIGN ROLES TO A USERS

  1. Login to the application as the Client Administrator
  2. Click on the Administration menu tab and Select My Users from the drop down list.
  3. This takes you to the Users page.
  4. Move to the List of Users Section and Click on the Editbutton of the preferred User.
  5. When the Edit User page opens, click on the Modify roles button to load the Roles page.
  6. 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

  1. Login to the application as the Client Administrator
  2. Click on the Administration menu tab and Select Units from the drop down list.
  3. The Financial Institution Unit page opens.
  4. Click on the Create a New Financial Institution Unit button to load the Financial Institution Unit Registrationpage.
  5. Enter unit details and click on Savebutton to create unit and complete.

CHANGE YOUR PASSWORD

  1. From the Login page, click the link Forgot Password?
  2. The Password Reset page loads requesting for your email address.
  3. Enter your email address in the email box and the same text on the security image box.
  4. Click on the Submit button to send request for password reset.
  5. 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.
  6. Click on the Reset Password link to take you to the Change Password page.
  7. Enter a new password in the New Password box and enter the same password in the Confirm New Password box.
  8. Enter the text in the Security Check box and Submit.

REGISTER A Security Interest

  1. Login into the application with your “Login Id” and “Password”
  2. Click on the “Security Interest” Menu and select “Create New Security Interest” option from the drop down.
  3. Provide information for the fields on the “Loan Information” form.
  4. Click on the “Lender” tab under the “Registration Information” column to display the “Lender” profile details captured during the account setup stage.
  5. To enter additional Lender details, click on the appropriate button on the form and provide information for the fields.
  6. Click on the “Borrower” and “Collateral” tabs to fill the forms. Make sure information for all mandatory fields are provided.
  7. 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.
  8. To request for stamp duty exempt click inside the Stamp Duty Exempt box and provide your comments in the Comment box.
  9. Click inside the Acknowledgement box and then Click “Submit Security Interest” to submit Security Interest for authorization.

HOW TO AUTHORIZE A SECURITY INTEREST

  1. Login to the application with your “Login Id” and “Password” as a Client Authorizer.
  2. Click on “My Tasks” Menu and select “My Pending Tasks” from the drop down.
  3. Click on the “Handle” button of the Security Interest of interest.
  4. This opens the “Handle Task” page to review registration details.
  5. 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.
  6. Click the “Submit” button when done.

SEARCH SECURITY INTEREST (REGISTERED USER)

  1. Login to the application with Login Id and Password.
  2. Click on the Search menu and Select Official Search from the dropdown list.
  3. The Search Security Interest page is displayed.
  4. Select the Search criteria type. Search may be conducted by the following criteria:
    1. Borrower Type
    2. Collateral Serial Number
  5. Click on the “Submit Search Request” button.
  6. Click OK to open the Search Results page.
  7. Select the Security Interest of choice and click View and Generate Search Report button to view the details of the search.
  8. To generate the Search Certificate, click on Generate Search Report to generate the Search Certificate.