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            Set Up the Loan Calculator

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Set Up the Loan Calculator

            Add the DigitalLendingLoanCalculator Flexcard to any phase of the loan application journey so that agents and applicants can calculate the loan details.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending: Digital Lending permission set
            To configure Loan Calculator for Digital Lending:

            Omnistudio Admin

            AND

            Product Catalog Management Designer
            To use Loan Calculator for Digital Lending:

            Omnistudio User

            AND

            Product Catalog Management Viewer
            1. To show the loan calculator to underwriters, add the Digital Lending Loan Calculator to a record page.
              1. In Set Up, select Object Manager, and then select an object.
              2. Select Lightning Record Pages.
              3. Select a page.
              4. Click Edit.
              5. Add the Flexcard component to the page.
              6. Select the DigitalLendingLoanCalculator Flexcard.
              7. Save and activate the page.
            2. To show the loan calculator to applicants, add the Digital Lending Loan Calculator to the Experience Cloud site.
              1. In Set Up, in the Quick Find box, enter All Sites, and then select All Sites.
              2. Click Builder for the site that you created.
              3. Click the Components icon.
              4. In the Search box, enter Flexcard.
              5. Add the Flexcard component to the page.
              6. Select the DigitalLendingLoanCalculator Flexcard.
              7. Save and activate the page.
             
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