In the application, select the Rate Sheets option in the bottom left-hand corner (1), then click the New Rate Sheet button in the upper left-hand corner (2).
The drop down menu will show the options for:
- Consumer Loan
- Setting Up Consumer Loan Products
- Commercial Loan
- Setting Up Commercial Loan Products
- The Commercial loan products must be configured with at least one of the following payment types to appear in Rate Sheets:
- Single Pay / Interest Only
- Amortizing / Level Principal
- Setting Up Deposit Products
- The Deposit product type must be configured with one of the following options to appear in Rate Sheets:
- Interest Bearing Demand
- Timed Deposit
NoteIf you don't have access to the Administration section, please contact the PrecisionLender Administrator at your organization for product configuration changes.