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Rates Management Tool
You know the old saying, "Managing rates is like herding cats." Now you can get all your numbers aligned, all across the board, all at once.
Wave your magic rate wand.
One tool for central management
Automatically updates in all locations
Schedule rate changes anytime
A Better Way to Manage Your Rates
Rates just changed, and compliance requires updates in your promotions, body content, and all the other places you forgot you published them. This will be a cumbersome process, right? Not with our Rates Management tool. It's now a simple task for you, and you can assure your favorite compliance officer that changes are complete and accurate. Go ahead and make them crack a smile.
Create a rate table and set effective dates for each rate, customized for your institution.
Pull rates from any content widget on the website, including home page banners, product pages, landing pages and more.
Display a formatted version of the full rates table by dragging it to any page.
Schedule updates to publish at a specific time.
Add and remove accounts and products and add multiple rate columns for each account (including interest rate, APR and promotional rates).
Want to display rates from third-parties through your rates tool? No problem. We can integrate with third-party rate vendors such as MortgageBot and more.
Need different rates for the regions you operate in? We've gotcha. Let us customize the tool to meet your specific requirements.
TLDR? Check out this video instead:
Ready to create more meaningful digital experiences? Good call.
Let's work together.