Setting Up PrecisionLender

• 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.
• Click here to visit the Implementation Guide.
• Building the Winning Implementation Team

The Administration Section

• The Administration Section is where you will control the setup of PrecisionLender, including:
• Regions & Users
• General Settings
• Rates & Indices
• Products

• Application High Level System Description
• Connecting to PrecisionLender
  • System Requirements
  • System Status
• Logging into PrecisionLender
• Create a shortcut icon for PrecisionLender
• Relationship Awareness Go-Live Meeting - What to expect
• Managing Your Account Key
• Setting up Single Sign-On using a SAML 2.0 Identity Provider
• Setting Up ADFS Claim Rule For PrecisionLender Single Sign-On
• Microsoft Windows Azure Data Centers
• PrecisionLender Engine Standard (access restricted)
• Compliance and Due Diligence
• Terms of Service
• Privacy Policy

• Creating an Opportunity Pipeline Report in Salesforce

• Test and Development Phase
• Secure upload of RA data to PrecisionLender
• Production Phase

• Automating your uploads using pli.exe

• Getting Started With The PrecisionLender API