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:
  • Amortizing
  • LOC
  • 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


If you don't have access to the Administration section, please contact the PrecisionLender Administrator at your organization for product configuration changes.