Using the Rate Sheets Landing Page

Use this information to navigate the Rate Sheets landing page.

Your financial institution must be licensed for this feature. You must have access rights to use the Rate Sheets page.
  1. Navigate to Pricing > Rate Sheets.

    Initially, the landing page provides default rate sheet sets that you can modify to fit your needs.


    Rate Sheets Landing Page

  2. Select a situation and follow the corresponding steps.
    Situation Steps
    Add a Rate Sheet Set
    1. Select "" Add to open the Add Rate Sheet Set window.
    2. Enter a Name for the rate sheet set.
    3. Categorize the rate sheet set as a loan or deposit rate sheet by selecting a loan or deposit product.
      Tip: You can only select one product at a time.
    4. Select OK.

      A new Rate Sheet Set page opens containing all the defaulted information pertaining to the selected product.
    Delete a Rate Sheet Set
    1. Select the check box next to the name of the rate sheet set that you want to delete.
    2. Select "" Delete.

      You can delete one or more rate sheet sets at the same time.
Parent topic: Rate Sheets