Get started setting up PrecisionLender here! This guide will walk you through planning and configuring PrecisionLender, setting up Relationship Awareness, engaging the users, and measuring the results so that you can improve.
Regions & Users
Reporting Regions |
Funding Packages |
Security Profiles |
Users |
General
Opportunity Stages |
Competitors |
Rates & Indices
Custom Indices |
Products
Products Overview |
How-to Guides |
ROE Targets |
Print Options
Custom Logo for Printouts |
Standard Printouts |
Best Practices
Update the following annually:
- Origination & Servicing Costs
- Risk Ratings
- Targets
Platform Status |
Andi |