In this guide, you'll learn how to add and update lending products and rates on Glide's staff dashboard.

Navigate to the Lending tab on the staff dashboard. Then, click the "+Add Product" button.

Fill in title, description, type, application link, benefits, and icon for the loan product you would like to add. Then click "Save."

Lending product created! Now, let's add the rest of our products.

Now we're ready to upload rates.

To edit the product information or delete an existing product, click the kebab menu on the right side of the product table.

After adding all your products, click the "Update Rates" button.

Use the Download Template button to download the XLSX template.

Update the tiers (1) to the ones your credit union uses. Then, replace (2) (3) and (4) with the product names that were set up in the Glide dashboard. The tier ranges and product names must match what is shown on the Lending tab in the Glide dashboard.

Here's how a completed rate sheet may look like. It is now ready to be uploaded to the Glide dashboard.

Upload the XLSV file into the Update Rates box and click Upload.

Success! If you have any trouble uploading the rate sheet, please contact your CSM.

Click into each product to view and edit the product information and verify the attributes have been successfully updated.

On the product details page, we can see the credit attributes have been successfully updated.