Transaction Lifecycle Mgmt
Track Basefund transactions through their full lifecycle — call dates, prior debt, ratings, and real-time monitoring of outstanding debt obligations.
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.
- Managing Multiple Funding SourcesSet 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.