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Administration
Administration
General Administration
Changing the name of your bank in PrecisionLender
Uploading A Custom Logo
Setting Up Competitors
Setting up Opportunity Stages
Printing PrecisionLender Administrative Assumptions
Universal Assumptions
Funding Curves and Indices
Setting Up Funding Packages
What Are My Funding Curve Options?
Creating and Editing Custom Funding Curves
Creating a Funding Curve Adjustment
What are my Pricing Index Options?
Creating and Editing Custom Indices
See all 8 articles
Regional Assumptions
Are my Pricing Conversations Aligned with my Banks Overall Strategy?
Setting Up Regions
Setting Up Volatility Estimates
Setting up Caps and Floors
Setting Up a Test Region
Should I Include Capital in my Funding Cost?
User Access and Reporting
Setting Up Security Profiles And Permissions
Setting Up Users
User Access Settings for Password and IP Restrictions
Login History Report
Security Audit Report
Capital and Risk Considerations
How to Determine Capital Calculation
2019 Collateral and Guarantee Guidance
How do Recovery Rates Affect the Economics of a Loan?
2019 Risk Ratings Assumption Guidance
Declining Interest Rates and Pricing Loans
How does PrecisionLender address risk?
See all 13 articles
Setting Up Products
Are my ROE Targets Set Appropriately?
The Products Grid
Setting Up Products
Customizing Products by Region
Setting Up Commercial Loan Products
How do I change the Default Amount for my commercial loan product?
See all 22 articles
Implementation
GDPR Data Processing Addendum
Updates to the URL Terms of Service - April 2019
PrecisionLender Learning Center
Client Mergers & Acquisitions
Implementation Details and Resources
Building the Winning Implementation Team
See all 14 articles
Liquidity Curve
Recommended Liquidity Curve
Volatility Estimates
Recommended Volatility Estimates
