Improvements

  • We've added support for multiple scenarios for Treasury products, similarly to how multiple scenarios work for loan products.
  • We now support an account-based opportunity structure of one CRM opportunity per account/product to one PrecisionLender opportunity inclusive of all accounts/products. In other words, you can now link multiple CRM opportunities (e.g. one per account) to a single PrecisionLender opportunity containing multiple accounts
  • Added Interest Only Period to Amortization term in Printouts 

 

Bug Fixes

  • We've fixed a rare bug where logging into the Andi Skills Manager failed