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Creating and Editing Custom Indices

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In the Rates & Indices section of the Administration page of PrecisionLender, you have the ability to create custom indices.  

First, log in to PrecisonLender. From the Dashboard, click on the "Administration" button in the lower left corner.

Click on the Administration button from the Dashboard

 

 

Click "Rates & Indices" on the left side.

 

Scroll down to the Custom Indices section. Here, you will see the list of all custom indices that have been created for your institution. Click "New" to create a new index as shown below, or click on the name of the index that you would like to edit or add an updated value to.

Click New to create a new index

 

 

You can change the name for this index by clicking in the "Name" field. If the "Enabled" box is checked, this index will be available for any product that has Custom Indices allowed as a rate type. To update the index with today's rate, enter the rate and click the "Add" button. When you are done, click "Save" to keep the changes you made.

You can change the index name or rate or check if the index is enabled

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