Pricing a New Opportunity
- The Opportunity Screen
- The Opportunities Grid
- What is a Product?
- Customizing Products by Region
- Pricing a Commercial Loan
- Pricing Opportunity Page - Header section review
- Meet Andi®
- Using Multiple Pricing Scenarios to Win Better Deals
- Using deposits to build better deals
- Adding income from "Other" products to an opportunity
- Using Spread Locks and Fixed Rate Locks
- Linking directly to an opportunity in PrecisionLender
- What is needed to model an Adjustable Rate Loan
- What is needed to model a Floating Rate Loan
- What is Adjustment Frequency?
Pricing New Opportunities for Existing Relationships
- Relationship Awareness - Overview and FAQ
- How to link an Existing Relationship to a New Pricing Opportunity
- How to Link a New Opportunity to an Existing Relationship
- Using the Relationship Dashboard
- Understanding Relationship Impact
- Transferring Relationships
- Working with Payoffs and Renewals
- Changes to Splitting Relationships
How does the Math Work?
- How does the Math Work PDF?
- How does PL Address Risk?
- Why Does Reducing Maturity Improve ROE?
- Why does my ROE change when I change my LTV?
- Understanding Prepayment Options
- Why does my full opportunity target go down when I add in deposits?
- What are Gross and Net Funding in PrecisionLender?
- Tax Exemption Options for Loan Accounts
- Scenario Weight
Pricing Unique Opportunities
- How to Price a Construction to Perm Loan
- How to Price an SBA 504 Loan
- Setting Up a Participation Loan
- Multiple Options for Commercial Loan Conversion
- Purchasing Discounted Loans from Other Banks
- Why does my Income Statement show zero interest expense?
- Interest Only Period & Segmented Amortization Schedule
Account Management and Troubleshooting
- Glossary of Terminology
- How do I request a new feature for PrecisionLender?
- How do I reset my PrecisionLender Password
- Managing Your Account Key
- Using the Search feature
- How can I contact Support?
- What web browser am I using?
- Internet Explorer Compatibility View / Mode
- Clearing your browser cache
- Troubleshooting Printouts