This section is for configuring the essential parameters required for loan types, including:
- Fees
- Threshold Parameters
- Loan Offers
Fees
User Permission Required: Create Fees, Update Fees, View Fees
To create a new fee:
- On the Fees page, click the Add New button in the top-right corner.
- From the menu, select Add New Fee.
- Fill out the required information in the modal form that appears.
To edit the details, click the Manage button to open the form, make your changes, and save when you’re done.
Threshold Parameter
Required Permission: Create Threshold Parameter, Update Threshold Parameters, View Threshold Parameters
To create a new threshold parameter:
- Click the Add New button in the top-right corner.
- Select Add New Threshold from the menu.
- Fill out the form in the modal window that appears.
To edit an existing threshold parameter:
- Click the Manage button for the relevant parameter.
- This opens the form in a modal window. Make your changes and save.
Loan Offers
Users with ”View Loan Offers”, ”Manage Loan Offers” can create loan offers
To create a new loan offer:
- Click the Add New button in the top-right corner.
- Select Add New Loan Offer from the menu.
- Fill out the form in the modal window.
To edit an existing loan offer:
- Click the Manage button for the relevant offer.
- This opens the edit form in a modal window. Make your changes and save.
