Client Resources
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See morePrecisionLender University: Building Better Relationships
Ever had an opportunity that wasn’t reaching your target, but you just knew that you had to get it done somehow? Maybe there’s more business to win down the road, or maybe you’ve already won that bus
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31:34Watch videoBuilding Better Relationships
In this 30-minute webinar, we discuss strategies that the best Relationship Managers utilize when faced with these difficult decisions.
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Read more2018 Originating and Servicing Cost Default Assumptions
[Read time: 5 mins] PrecisionLender has again partnered with The Kafafian Group to review and update the platform’s default recommendations for loan origination and servicing costs.
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Read more2018 Risk Rating Default Assumptions
[Read time: 5 mins] Here are our recommendations for annual loss, credit capital and guarantor factors.
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15:12Watch video2017 Highlights & 2018 Roadmap
Learn what the PrecisionLender team accomplished in 2017 and get a first look at where we're going and what you can expect in 2018.
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33:47Watch videoAligning Pricing Tactics with Bank Strategy
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27:11Watch video2017 Tax Cuts and Jobs Act: Impact on PrecisionLender Assumptions
Learn how the recent Tax Cuts & Jobs Act effects your bank and your PrecisionLender assumptions.
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30:33Watch videoIndicative Swaps Pricing Tutorial
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35:18Watch videoDashboards and Reporting
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30:12Watch videoUsing Scenarios to Win More Deals
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30:58Watch videoHedging and Interest Rate Swaps
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35:02Watch videoCommercial Loan Pricing Strategies
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28:49Watch video2017 Cost Study & Assumption Updates
[Watch time: 30 mins] Get the new recommendations for origination and servicing costs and learn about a new feature we're super excited about - risk-weighted assets.
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29:31Watch video2016 Highlights & 2017 Roadmap
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Read moreOrigination and Servicing Cost Default Assumptions for 2017
[Read time: 5 mins] PrecisionLender partners with The Kafafian Group to review and update the platform’s default recommendations for loan origination and servicing costs.
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