Transaction Lifecycle Mgmt
Real-time tracking of outstanding debt.
7 articles
How to Add Prior Debt in BasefundStep-by-step guide to adding prior debt information in Basefund. Access debt service breakdown, manage debt details, and update payment records.
How to Manage Call Dates in BasefundLearn how to view and manage callable bond dates in Basefund. Navigate to callable summary and track your next call date for debt payments.
How to Manage Ratings in BasefundManage client transparency ratings and underlying ratings in Basefund. Edit proceeds, enter municipal bond data, and maintain compliance records.
How to Manage Transparency in BasefundGuide to managing financial transparency for clients in Basefund. Access transparency tools, edit proceeds, and maintain municipal bond financial data.
How to Manage Multiple Funding Sources in BasefundSet up debt series with multiple funding sources in Basefund. Create parent series, assign funding sources, and manage complex bond structures easily.
How to Create Your First Client in BasefundQuick guide to adding your first client in Basefund. Enter client details, submit information, and start managing their account.
How to Create Your Team in BasefundLearn how to create teams within client organizations in Basefund. Access the organization section and add team members in minutes.