Loan Detail Template

Click Add Add on the Loan Detail Template tab to add links to your existing loan templates. These now represent available loan products that may be chosen during the origination process for which this relationship code is to be used. A name designation may be specified for the loan product.

Click to the right of the template to bring up the Template Criteria dialog. Here, you may define the term type, minimum and maximum term, and a minimum and maximum interest rate for the loan product.