Fee Clean Up - Product Education

When you re-apply or change a product on an application, fees can pile up — leaving duplicate or outdated charges behind. Fee Clean Up shows you where each fee came from and gives you a fast, controlled way to remove the ones you no longer need: fewer duplicates, less manual tidying, and more confidence that your fees are right.

See where every fee came from
A Source column in the Fees tab labels each fee, so you can tell at a glance what was added automatically and what was entered by hand. There are three source types:

Clear out old fees in bulk with Reset Fees
A Reset Fees icon in the Fees tab lets you remove unwanted fees before a product change —    no need to delete them one at a time. Click the icon and choose the option that fits:
■ Remove all default fees — clears every system-applied fee.
■ Remove only unmodified default fees — keeps the ones you have edited.
■ Remove all fees — clears the entire fee list.
Once you choose an option, the matching fees are deleted from the table. Use it just before a     product change to start from a clean slate.

What happens when a product changes
Reset Fees is meant to be used before a product change; the way fees re-apply on a change is unchanged.
When the new product is applied:
■ Manually added fees remain.
■ Modified default fees remain.
■ Unmodified default fees are removed.
■ New default fees are re-applied based on the new product and its matching criteria.
Reviewing the Fees tab after a product change — and using Reset Fees beforehand — keeps your fees accurate and free of duplicates.