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Getting your most up-to-date, competitive pricing into the hands of your sales and referral channels helps you effectively engage with prospects. Rate sheets are a key piece of sales collateral that support this process. Using a best practice approach for branded, accurate and automated rate sheets, Ratesheet Generator ensures rate sheet consistency across your organization, and more importantly, impact for those using them! With Ratesheet Generator you can create customized rate sheets easily, and distribute them automatically. Key features of Ratesheet Generator include: |
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- Re-calculated pricing up to three times a day – providing refreshed rates throughout the day.
- Automatic email notification with pdf attachment – for easy email distribution.
- A completely customizable template – allowing you to brand and design your rate sheets.
- A choice of 3 powerful execution types – providing best execution, best execution at par, or base price options.
- Rate sheet display parameters – giving you added flexibility to define what is displayed on your rate sheet, specify lock terms, investors and rate ranges, if desired.
- Rate group settings – letting you build product or scenario based rate sheets.
Get in complete control of your information and capture investor repricing throughout the day with Ratesheet Generator!
