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The Administration Section

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Regions & Users

Reporting Regions

User Profiles

Users

 

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

 

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. Currently, the only permission in this area is Amortizing Swap Fees. By default, this will be set to No. Changing it to Yes will amortize the Swap Fee over the life of the loan, instead of applying it to the first month of the loan.
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