Toll Free 1-877-506-2744
How can we help?

The Administration Section

Print Friendly Version of this pagePrint Get a PDF version of this webpagePDF



Regions & Users

Reporting Regions

User Profiles




Opportunity Stages




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





Print Options

Custom Logo

Borrower Summary



  • 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'
Was this article helpful?
Have more questions?