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            View Loan Details with Loan Calculator

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            3. Financial Services Cloud Admin Guide

            View Loan Details with Loan Calculator

            Identify the overall financial contribution to a loan by viewing the loan terms and interest rates in Loan Calculator. For example, in the easy-to-use Loan Calculator, clients can update the loan amount, loan term, and interest rate to view the monthly payment, principal, and interest rate. They can customize the values in the loan calculator view and compare the total loan amount, principal, and interest paid over the loan term.

            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
            1. In the loan calculator, enter a loan amount.
            2. Enter a loan term.
            3. Select an amortization schedule.
            4. Enter an interest rate.
            5. Select a start date.
            6. Enter an additional payment amount.
            7. Select an additional payment frequency.
            8. Click Calculate.

            View the loan details monthly payment, principal, and interest. View the total loan amount, principal, interest, and total additional payments. View the loan maturity date. Expand to view the amortization schedule.

             
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