Loan Rate "Quote Sheet" Maintenance

Screen ID: 

Screen Title: 

Panel Number:

images\kb_closed_shg.gif

URATE4-01

Loan Product Interest Rate Update

6316


Click here to magnify

 

This screen will appear when click the "Loan Rate Update" button on the first rate maintenance screen. (Corp ID 01 is selected by default.)

This screen is used to update the base rate for credit union’s loan products. These rates are used when creating new loan requests in CU*BASE, when quoting loan rates to members via the CU*BASE Rate Inquiry feature, in the Loan Quoter, and if the product is listed on the online banking loan rate board.

To update the rates for each product, simply enter the desired rate (use three places past the decimal point) into the Base rate column for each item. At any time, press Enter to save the changes and recalculate the rates shown in the Offered Rate column.

NOTE: If a rate is entered that would put any rate used by that product outside of the range allowed by that loan category, a window will appear showing the effect of the change and allowing you to adjust the rate you are entering so that it will fall within the range. (If the new rate causes the risk-based pricing matrix to go outside the range, a simple message will appear at the bottom of the screen instead.)

Other things you can do on this screen:

To update the rates for each product, simply enter the desired rate (use three places past the decimal point) into the Base rate column for each item. At any time, press Enter to save the changes and recalculate the rates shown in the Offered Rate column.

 

When done, use Enter one last time to save, then use the up arrow (F7) to return to the Home Page.

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#URATE4-01.htm