Creating a Rate Sheet > Editing Rates
     
 

Editing Rates

 
     

Whenever your rates change, you can easily return to the Rates tool in your XSite to update your rates.

 

     
 

Editing Loan Product Details

 
     

To edit an existing loan product's details...

  1. Click Edit Product.
  2. When the Edit Product Details window appears, change any of the product details or fees you wish to change.
  3. Finally, click Save when you're finished to save your changes.
     
  Note: To delete an entire loan product at any time, click the loan product you want to remove in your list of all loan products and then click Delete Product.  
     

 

     
 

Editing Loan Product Rates

 
     

To edit an existing loan product's details...

  1. Click Rates Table.
  2. When the Edit Rates window appears, change the product's rate, points, lock period, or APR as necessary.
  3. Finally, click Save when you're finished to save your changes.
     
  Note: To delete a rate from your loan product at any time, click the rate you want to remove in the Edit Rates window and then click Delete.  
     

 



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