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.
How To Create Interest Rates:
Follow these steps to create, edit, and manage interest rates effectively.
Step 1 : Access the Interest Rates Section
Click the “Admin” tab in the top navigation bar of the CRM dashboard.
Select the "Settings", from the Company Dashboard page.
On the Settings page, click Interest Rates. You will be redirected to the interest rates page.
Step 2 : Creating a New Interest Rates
Click "Add Interest Rates" located 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: – ( loans funded more than 24 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.
Step 3 : Editing or Deleting a Interest Rates.
To edit a interest rates, click the pencil (✏️) icon and update its details.
To delete a interest rates, click the trash (🗑️) icon.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support