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  1. Support Center
  2. Opportunities

Opportunities

Viewing Your Opportunities

  • The Opportunities Grid
  • Using the Opportunity Dashboard
  • Exporting Data from the Opportunity Dashboard

Navigating the Opportunity Screen

  • The Opportunity Screen
  • Understanding the Opportunity and Relationship Impact Summaries
  • Opportunity Printouts
  • Transferring An Opportunity
  • How to Restore a Deleted Product or Opportunity
  • Advanced Analytics
  • See all 14 articles

Pricing Commercial Loans

  • Pricing a Letter of Credit
  • Pricing Commercial Loans
  • Using Spread Locks and Fixed Rate Locks
  • Pricing a Floating Rate Loan
  • Pricing an Adjustable Rate Loan
  • Pricing a Revolving Line of Credit
  • See all 12 articles

Opportunity Screen Inputs

  • Payment Type Options
  • Using Scheduled Draws and Repays
  • Payment Frequency Options
  • Understanding Interest Calculations
  • Tax Exemption Options for Loan Accounts
  • Interest Only Period & Custom Amortization Schedule
  • See all 18 articles

How Does the Math Work?

  • How does the math work?
  • Understanding Financial Statements
  • Understanding Financial Statements for Opportunities with Multiple Loans
  • Understanding the Amortization Table
  • Understanding Liquidity Adjustments
  • Why does my return change when I change LTV?
  • See all 10 articles

Pricing Deposits and Other Products

  • Repricing Deposits
  • Understanding Earnings Credit Rates on Deposits
  • Pricing Deposits
  • Adding Other Products to an Opportunity

Coaching and Insights

  • Meet Andi®
  • Understanding Teaser Rates
  • PrecisionLender Andi® Skills
  • Using Deposits to Build Better Deals
  • Negotiating Unused Fees
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