Rate Sheet Management

Upload and manage HELOC pricing tables

Upload New Rate Sheet
Upload a PDF rate sheet to automatically extract and update pricing data
How it works
1

Upload your HELOC pricing PDF (supports both 1st and 2nd lien tables)

2

AI extracts all base rates, adjustments, and state-specific rules

3

New rate sheet is automatically activated for the rate calculator

Rate Sheet History

Kickstart Growth 2026-09-28

Active
Effective: 2026-09-28Uploaded: Aug 5, 2026

Kickstart Growth 2026-07-31

Effective: 2026-07-31Uploaded: Aug 3, 2026

Kickstart Growth 2026-07-23

Effective: 2026-07-23Uploaded: Jul 27, 2026

Kickstart Growth 2026-07-15

Effective: 2026-07-15Uploaded: Jul 16, 2026

Retail Premier 2026-07-14

Effective: 2026-07-14Uploaded: Apr 1, 2026

Retail Premier 2026-03-30

Effective: 2026-03-30Uploaded: Mar 31, 2026

Retail Premier 2026-03-26

Effective: 2026-03-26Uploaded: Mar 27, 2026

Retail Premier 2026-03-26

Effective: 2026-03-26Uploaded: Mar 27, 2026

Retail Premier 2026-03-25

Effective: 2026-03-25Uploaded: Mar 26, 2026

Retail Premier 2026-03-24

Effective: 2026-03-24Uploaded: Mar 25, 2026

Retail Premier 2026-03-20

Effective: 2026-03-20Uploaded: Mar 22, 2026

Retail Premier 2026-03-12

Effective: 2026-03-12Uploaded: Mar 13, 2026

Retail Premier 2026-03-11

Effective: 2026-03-11Uploaded: Mar 12, 2026

Retail Premier 2026-03-06

Effective: 2026-03-06Uploaded: Mar 9, 2026

Retail Premier 2026-03-02

Effective: 2026-03-02Uploaded: Mar 4, 2026

Rate Sheet - Retail Premier 2/17/2026

Effective: 2026-02-17Uploaded: Feb 20, 2026

Rate Sheet - Retail Premier 2/11/2026

Effective: 2026-02-11Uploaded: Feb 12, 2026

Rate Sheet - Retail Premier 2/2/2026

Effective: 2026-02-02Uploaded: Feb 3, 2026

Rate Sheet - Retail Premier 1/26/2026

Effective: 2026-01-26Uploaded: Jan 27, 2026

Rate Sheet - Retail Premier 1/23/2026

Effective: 2026-01-23Uploaded: Jan 25, 2026

Rate Sheet - Retail Premier 1/20/2026

Effective: 2026-01-20Uploaded: Jan 21, 2026

Rate Sheet - Retail 2.0 Pricing Grid_2026.01.06.pdf

Effective: 2026-01-06Uploaded: Jan 7, 2026

HELOC Pricing Grid - December 2025 (12/10/2025)

Effective: 2025-12-10Uploaded: Dec 12, 2025

HELOC Pricing Grid - November 2025

Effective: 2025-11-12Uploaded: Dec 3, 2025