Add a New Product

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To add a new product:

  1. From the Narmi Command sidebar, select Account opening > Product list manager.

  2. Select Add product.
    Product list manager interface showing options to add and manage banking products.

  3. Select the type of product you would like to add: Checking, Savings, HSA, IRA, Certificate of Deposit, or Money Market.
    Options for adding financial products like Checking, Savings, and IRA are displayed.

  4. On the page that appears, enter product information or make selections. Go to Product Details and Settings for descriptions of available fields.

    Form for entering product details and account activity questions for a checking account.

  5. At any time while entering information, select Preview card to see how the individual card will display to applicants.

    Product details section with a highlighted preview card option for applicants.

  6. Once you are done entering information, select Save Changes. The new product is now saved but inactive.

  7. IMPORTANT: You must activate the product to publish it to your applicants. On the product card, select the three dots, then select Activate. Select Yes, activate on the confirmation message that appears.

    Confirmation dialog asking to activate a product visible to customers.