How to configure Interest Rates Manually

Make sure the Bot you want to configure is 'Active'. 

On your Dashboard, you can see the list of all your Bots. Make sure that every Bot is active. If you see that any of the Bots are 'Inactive' you can always activate them. 

On your Dashboard, select the Bot that you want to activate and press the 'Settings' icon.

You will be forwarded to the Configurations Menu. You can activate the bot from here. 

If your Bot is active press the 'Settings' icon for the selected Bot and go to the Configurations Menu press 'Sections' Icon.   It opens a Drop down menu where you can configure your Bot.  Click 'Interest rates'.

In the field 'Instructions' type all the rates and terms that you offer like in the following example. You can have as many rates as you offer.

Just enumerate all the rates you have under 'Instructions'. Use the appropriate format for each product. Use the table below as a reference whenever you need to see how to configure the rates for each product. 

 

Pro Tip: If you want to configure your rates to update automatically. You can use this Guide for reference. if you have any problems configuring rates manually, please,  contact Shastic for guidance.  We will be happy to help.You will see the rates you entered in the table above

Instructions.

Format for different Bot types

1. Auto & RV	strategy :mechanize grab '84months', '3.99' grab '72months', '3.24' grab '60months', '2.99'
2. Mortgage & Home Equity	strategy :mechanize grab '30yrfixed', '4.028' grab '20yrfixed', '3.788' grab '15yrfixed', '3.299' grab '10yrfixed', '3.196'
3. HELOC	strategy :mechanize grab 'heloc_variable:10yrdraw:15yrrepayment', '4.50'
4. Credit Card	strategy :mechanize grab '12months', '1.99'
5. Credit Card Promotion	strategy :mechanize grab '12months:0-6term', '1.99' grab '12months:7-12term', '9.99'
6. Certificate of Deposit	strategy :mechanize grab 'cd:6months:2500-9999.99balance', '1.00%' grab 'cd:12months', '1.50%' grab 'cd:24months', '1.75%' grab 'cd:36months', '1.85%'
7. Checking, Savings & Money Market Accounts	strategy :mechanize grab '0+balance', '0.20'
8. Tiered Checking, Savings & Money Market Accounts	strategy :mechanize grab 'deposit:2500-9999.99balance', '0.20' grab 'deposit:10000-24999.99balance', '0.25' grab 'deposit:25000+balance', '0.30'

In the field Default term, we recommend using the longest term. This will provide the smallest payment which looks the most attractive as the first impression for a potential borrower.

Next step. Configure your Bot:

How to configure rates to update automatically?

How to configure 'Apply now' links?

To see the Implementation Guide from Start to Finish go here