Rate Sheet Set and Product Settings Navigation

Rate Sheet Set Navigation

The top portion of the Rate Sheet Set page contains several controls and tools.

Funding Date

Determines the appropriate funding cost for a loan and the value of funds for a deposit. Use the Funding Date option to open a calendar and change the date.

Effective Date

Represents when the current rate sheet goes into effect. Use the Effective Date option to open a calendar and select another date.

Add Loan

Includes more products in the rate sheet set.

Use the Add Loan drop-down menu to add a product.

Note: When creating a rate sheet set, only one product adds to the set. If you include more products to the rate sheet, then the added products appear at the bottom of the page.

Add Deposit

Includes more products in the rate sheet set.

Use the Add Deposit drop-down menu to add a product.

Note: When creating a rate sheet set, only one product adds to the set. If you include more products to the rate sheet, then the added products appear at the bottom of the page.

Save

When the structure of the loan or deposit is set, selecting Save calculates the results on the page.

Save As

To make a copy of the rate sheet, select Save As.

This functionality makes it easy to make monthly updates to a rate sheet. Simply make a copy of an existing rate sheet set, update the Funding Date and the Effective Date, and save it to update the calculated rates.

Export

When you are ready to distribute a rate sheet, select Export to send the rate sheet to a .csv file.

Product Settings Navigation

When a rate sheet set is first created, the Rate Sheet Set page opens and displays the first selected product. The application provides default field values, whenever possible, based on the institution's product assumptions, but you can edit any of the fields above the rate tiers.

Tip: When you make an edit, the background color of the field changes and text displays as italic to remind you that you have made changes. After selecting Save, the background and text return to normal.

A Comments text box appears for each product in the rate sheet set, where you can add free-form text notes. These comments export with the rate sheet information. Complete your comments before exporting and distributing your institution's rate sheets.

When a rate sheet set contains more than one product, a floating navigation panel appears. Selecting a product name takes you to that product's section of the rate sheet. The top panel menu options remain on the screen, making the Save option always available.

To remove a product from a rate sheet set, select Delete, which is next to each product's section of the rate sheet.