Links to Obligations and Obligors
On the right side of the company homepage, the Links section includes quick access to all obligations and all obligors.
What is an obligation or obligor?
| Term | Definition |
|---|---|
| Obligation | A receivable account record that represents a loan or payment agreement between a lender and a borrower. |
| Obligor | A person who is legally bound to a receivable agreement, such as the borrower. |
See Definitions and Acronyms for further details.
All Obligations
Selecting All Obligations opens a table view of all obligations. The table includes account number, status, primary obligor, payment amount, past-due amount, last payment amount, and last payment date. You can filter results, search for a specific obligation, sort the list, export the data, and customize table columns. Select a specific obligation to view its account information.
All Obligors
Selecting All Obligors opens a table view of all obligors. The table includes account numbers, full name, email address, phone number, date of birth, and address. You can filter results, search for a specific obligor, sort the list, export the data, and customize table columns. Select a specific obligor to view their account information.
Exporting account data
From the Obligations or Obligors list view, select the export icon to download the current data set. Apply filters and search criteria before exporting to narrow the data to the relevant accounts.