Dashboard

Using the Client Dashboard

The Dashboard tab enables you to monitor the current status of investor pricing, disable or worsen investor pricing, upload rate sheets, and maintain investor credentials. This tab replaces the Lender tab and all references to “Lender” have been updated to “Investor”.

To indicate to users that an investor is repricing and that pricing is disabled until the reprice is complete, a Reprice icon is displayed next to the affected Rate Doc.

Users with the “Manage Investors” manager rights will start on the Dashboard tab when they log into ICE PPE directly via a web browser.

ClosedTo Upload a Rate Sheet

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then click on the Dashboard tab.
  3. Click Upload in the Actions column.
  4. Drag and drop the rate sheet file or click in the outlined box to browse for the file.

The accepted files types are CSV, XLS, XLSM, and XLSX.

  1. Click Upload and then click Close.

ClosedTo View Investor Base Pricing

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then click on the Dashboard tab.
  3. Click Rates in the Actions column.
  4. Select the program whose rates you want to view from the dropdown list.
  5. Click the arrows to toggle through the programs.
  6. Click OK to return to the Dashboard tab

ClosedTo Edit an Investor

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then click on the Dashboard tab.
  3. To enable or disable an investor, click Edit in the Actions column.
  4. Select an option from the Manage lender access by dropdown list to manage lenders by Category or Office.
  5. To manage lender access by office, select:

  • No Office - The investor will be disabled for all of your offices.

  • All Offices- The investor will be enabled for all of your offices.

  • Admin Only - The investor will be enabled only for the Admin offices indicated on this list.

  • Select Offices - The investor will be enabled only for the offices selected on this list.

  1. Enter an alternative investor name, if applicable.
  2. Enter a Reprice percent to be applied for this investor when Worsen Until Next Reprice is selected on the Dashboard tab.
  3. Enter a reprice email(s) for those email addresses you want to receive a system-generated email notification when this investor reprices.

These emails are only sent when the Disable Until Next Reprice or Worsen Until Next Reprice features are set for the investor.

  1. In the Disable Pricing Interval section:
  • Select the Disable pricing after interval specified below check box to disable pricing for a program when the rate sheet is stale.
  • To configure the policy for determining when a rate sheet is stale, in the Interval window: XXX hours (23 hr. max) field, enter the number of business hours that are allowed to elapse after the rate sheet was last updated. The rate sheet will be considered stale after the allotted time expires.
  1. If needed, type a note that will only display for an administrator.
  2. Enter your investor’s website credentials, if applicable.
  3. Clear the Pricing Suspended check box after you have updated your login credentials in response to a failed login attempt.
  4. If the Investor Settings section is enabled, you can enable/disable client flags for the investor without needing the assistance of Technical Operations (Tech Ops).

The available options in this section are maintained by Tech Ops.

  1. When done, click Save.

ClosedTo Hide an Investor

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then click on the Dashboard tab.
  3. Select hide in the Actions column next to the Investor you want to hide.
  4. When prompted, select OK to confirm the action.

  • The row is no longer displayed in the grid.

  • The pricing is suspended (Suspended is displayed in the Messaged column).

  • The Investor dropdown field is removed from the Programs tab and the Qualify tab. In addition, the Investor condition in the Rule Manager is removed.

  • Programs from the Investor are not displayed in the results on the Qualify tab.

ClosedTo Unhide an Investor

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then click on the Dashboard tab.
  3. Select the Hidden checkbox to display all the hidden Investors.

  • A Hidden column is displayed and indicates the value of the Hide action (True or False).

  1. Select hide in the Actions column next to the Investor you want to unhide.
  2. When prompted, select OK to confirm the action.

  • The row is displayed in the grid.

  • The Investor dropdown field is displayed on the Programs tab and the Qualify tab. In addition, the Investor condition in the Rule Manager is displayed.

  • Programs from the Investor are displayed in the results on the Qualify tab.

ClosedDisable Until Next Reprice

The Disable Until Next Reprice button enables you to quickly disable pricing for multiple investors.

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then click on the Dashboard tab.
  3. Select the investor(s) whose pricing you want to disable.
  4. Click the Disable Until Next Reprice button.
  5. When prompted, click OK.

ClosedWorsen Until Next Reprice

The Worsen Until Next Reprice button enables you to quickly worsen pricing for multiple investors.

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then click on the Dashboard tab.
  3. Select the investor(s) whose pricing you want to disable.
  4. Click the Worsen Until Next Reprice button.
  5. When prompted, click OK.