Notifies the user to consider an adjustable or floating rate. This will only show for loans under target, with a fixed rate and maturity greater than or equal to 36 months. Message will only show for supported rate types for a given loan product. This article will cover testing the skill, and viewing and enabling it in PrecisionLender.
In This Article
Configuring and Testing the Skill
Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Testing audience:
- Select Testing under the Audiences section.
- In the Version dropdown menu, select the version of the skill that you want to test. This will display the skill configurations.
- In the General Configuration section on the skill details page, enter the following information to configure the skill:
- Override Tag Message - Floating Only - (Optional) Message to show if a Floating rate is allowed for the current product. Default - "Have you asked the borrower if they'd consider a Floating rate?"
- Override Tag Message - Adjustable Only - (Optional) Message to show if an Adjustable rate is allowed for the current product. Default - "Have you asked the borrower if they'd consider an Adjustable rate?"
- Override Tag Message - Float & Adjustable - (Optional) Message to show if both Floating and Adjustable rates are allowed for the current product. Default - "Have you asked the borrower if they'd consider a Floating or Adjustable rate?"
- Maturity Threshold - (Optional) Set a maturity hurdle (in months) that must be exceeded for the skill message to show up. Default Value, if none provided here, is 36.
Select Enable Changes to enable the skill for the Testing audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing audience.
Viewing the Skill in PrecisionLender
In order for Andi® to display this skills message, the fields on the loan product in the opportunity must meet the following criteria:
- The loan is under target
- The Rate Type is Fixed
- The Maturity is greater than or equal to 36 months
When the fields on the loan product match, the Andi® skill will run and the message will appear under the Here are some things to consider section.
Enabling the Skill
After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.
- Navigate back to the skill details page for the skill you were testing.
- In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, it will automatically be available for selection in the list.
- Open the configuration and select Copy Config From… to copy all of your configuration settings from the Testing audience.
- Select Enable Changes to enable the skill for the targeted audience.
After enabling the skill for the targeted audience, we recommend disabling it for the Testing audience.