The following procedures will outline the steps for adding and managing any Collateral codes
to be utilized within the system.
Step 1 Log into CenTrax NEXT
The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.
Step 2 Click Settings
Step 3 Hover over Lookup Manager
Step 4 Click on Collateral Codes
Step 5 To add a code, click the green Add New button in the upper right-hand corner
5.1 Type in a Code
5.2 Type in the Name or description for the code
5.3 Place a check mark in the CRA Qualified box if the code qualifies
5.4 Click Save
Step 6 To Edit a Collateral Code, click on the desired code from the list
6.1 Click Edit
6.2 Make the desired changes
6.3 Click Save
6.4 While in edit mode, if the changes are no longer desired, click the X button in the
upper right hand side of the window to cancel.
Step 7 To Delete a Collateral Code, click on the desired code from the list
7.1 Click Delete
7.2 Click Yes to the confirmation message
Article Reference CNX204