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 the tab for the Narmi product you’d like to update: Consumer banking, Business banking, Consumer staff-led, or Business staff-led.

    Product list manager displaying various banking options and checking accounts available.

  3. Select Add product.

  4. Select the type of product you would like to add. The available choices depend on the Narmi product selected and can be: Checking, Savings, HSA, IRA, Certificate of Deposit, or Money Market.
    Options for adding financial products like Checking, Savings, and IRA are displayed.

  5. 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.

  6. 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.

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

  8. 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.