Keep quote inputs current
Open Settings → Rate Quotes and review the approved sources, assumptions, products, and explanatory language used by your workspace. Limit editing to authorized teammates.
Set expectations
A displayed quote is an estimate based on stated inputs unless your organization’s process explicitly confirms otherwise. It is not a loan approval or rate lock. Make conditions and expiration clear.
After changing a source or assumption, test several synthetic scenarios and compare the output with your approved calculation. If the result is stale, verify the source status and effective time before sharing another quote.