The Administration Section
Regions & Users
Reporting Regions
- Setting Up Regions
- Setting Up Funding Packages
- Adding Funding Curve Adjustments to Regions
- Setting Up Liquidity Adjustments
- Setting Up Caps and Floors
- Changing The Name Of Your Bank In PrecisionLender
Security Profiles
Users
- Adding, Editing, And Removing Users
- User Access Settings for Password and IP Restrictions
- Security Audit Report
- Login History Report
General
Opportunity Stages
Competitors
Rates & Indices
Standard Funding Curve Sources
Client Funding Curve Sources
Standard Indices
- This section allows viewing of common indices that are available in PrecisionLender, as well as their update frequency, and the date they were last updated.
Custom Indices
Products
- Setting up Products
- Setting Up Commercial Loan Products
- Setting Up Deposit Products
- Setting Up Other Products
- Setting Up Consumer Loan Products
- Setting Up Premium Treasury Products
- High Risk C&I Loans
- High Volatility Commercial Real Estate
Print Options
Custom Logo
Borrower Summary
Integrations
- This section will only appear if you have Integrations and/or API Access packages enabled by PrecisionLender and you have a security profile permission enabled for 'Manage API Access'
Universal Assumptions
- This section will only appear if you have the Swaps package enabled by PrecisionLender and if your security profile has the "Manage Assumptions" permission.