Configuring company-level interest rates ensures consistency, accuracy, and proactive opportunity tracking across your organization. This guide walks you through the steps to set up interest rates as a Super Admin or Company Admin and explains how the system leverages these settings to generate opportunities for Company Users.
Create Company-Level Interest Rates
Login as a Company Admin. Navigate to Admin.
And select Settings and choose Interest Rates tile.
Click Add Interest Rates in the top right corner.
In the modal popup Enter values in all required fields to create an interest rate.
Here the Company Admins to set the minimum loan age themselves. Under Funded Date, select one of the following options:
For Example: 6 months – (Pulls loans funded more than 6 months ago).
By default, the Alert Threshold is set to 2%. If Mortgage users need to change this, they can update the value accordingly.
Once you added the Interest Rate, Click Save.
Note: You can add multiple interest rates using the same method, but avoid using the same combination of Amortization Type, Term in Months, and Interest Type.
Here you can edit the Interest Rates using Edit icon and delete the interest rate using trash icon.
Note: To know about the company users transaction opportunities. Click Here
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support