Stryd now displays key loan product features directly within the loan offers table. This allows you to quickly identify whether a product includes features such as offset or redraw.
You can also filter loan offers to show only products that include a specific feature. This helps you compare loan offers more effectively when specific features are required.
Steps
View Loan Features in Loan Offers
• Open a customer record.
• Navigate to the Loan Offers section.
• Locate the Features column in the loan offers table.
• Review the feature indicators to see whether each product includes offset or redraw functionality.
Filter Loan Offers by Feature
• Go to the Loan Structure section at the top of the loan offers page.
• Select the feature filter you want to apply (for example, Offset).
• The loan offers list will automatically update to display only products that include the selected feature.
When to Use / Common Scenarios
Customer requires an offset account
Filter the results to show only loan products that include an offset feature.
Comparing loan functionality
Quickly identify which products support redraw or offset before recommending options to a customer.
Outcome
You can quickly identify which loan products include specific features and filter the loan offers list to display only the options that meet a customer’s requirements.
Troubleshooting / Tips
• If you cannot see the feature column, ensure you are viewing the loan offers table within a customer record.
• The current feature indicators are limited to offset and redraw functionality.
• Use feature filters when a customer has a specific loan requirement to narrow down comparisons.
Quick Steps
• Open a customer record.
• Go to the Loan Offers section.
• Check the Features column to view available loan features.
• Go to the Loan Structure section.
• Select a feature filter (e.g., Offset).
• Review the filtered loan offers.