Reminder
Changing to the new origination and servicing levels may result in significant changes to actual
ROEs. We recommend establishing a few test loan products ‒ by splitting out testing regions in
your chosen products that include these new costs ‒ to determine the difference in ROEs under
the recent and the newly-recommended defaults. Consequently, these results may suggest
adjustments to targets are needed. A recently launched feature enables you to dynamically change
your pricing region directly on the opportunity screen. For step-by-step instructions on how to
create a test region, break out existing products for testing, and switch to those test regions when
desired, please follow this guide.
Commercial Products: Updating Assumptions
In addition to Origination and Servicing settings, all product assumptions should be reviewed and
updated regularly, where appropriate. You can review assumptions per product between Step 8 and
9, in the prior list, or by following the below steps.
1. Select the appropriate Deposit Product.
2. Select Edit (top let-hand corner).
3. Update as appropriate.
4. Select Save.
Deposit Products: Updating Assumptions
As with Commercial products, Deposit product assumptions should be reviewed and updated
regularly, where appropriate. Deposit product modifications will need to be changed individually (no
set standard set or bulk tools available).
1. Select the appropriate Deposit Product.
2. Select Edit (top left-hand corner).
3. Update as appropriate.
4. Select Save.
Have questions?
Feel free to reach out to your Client Success Manager for more help. You can also submit any questions
to our support team at support@precisionlender.com or by phone at 1-877-506- 2744.
Commercial Products: Updating Origination & Servicing Costs
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