How do I add/remove products from my rate sheet?
Editing your rate sheet is quick and simple! Because it changes the loan products shown to your customers, this action can only be completed by an Admin user.
If you are an admin, follow these steps:
If you are an admin, follow these steps:
- Head to the Rate Sheet tab to view all the loan products currently available.
- To update your options, scroll to the drop-down menu(s) below and click the Add to Rate Sheet button next to any product you wish to include, or remove the ones you no longer want.
- Don't forget to click Save Changes to Rate Sheet at the end so your updates go live!