Update User

The Update User page contains information about and settings for each user within your company. Each user can be assigned to only one office at a time. Offices are used to group selected users into a single category for organizational purposes. An office can be an actual branch office of your company or simply a group within your company that will share the same profit margin characteristics.

ClosedTo Create a User

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then on the Company tab.
  3. Select the office under which you want to add the user.

The Show Deleted check box displays a list of users deleted from the company in the past.

  1. Click the Click here to enter a new user link at the top of the page.
  2. On the Add New User page:
  • Select the Disabled check box to disable the user account.
  • Select the Deleted check box to delete a user.
  • Enter the basic user information.
  • In the Comp. Profit Margin (show History) section:
  • Select a tier to apply pricing adjustments from a Compensation Tier.
  • Or, enter a profit margin percentage, dollar amount, and minimum and maximum dollar amount allowed for compensation to the individual user.
  • Select an option to apply the profit margin to only creditor-paid scenarios or to both creditor-paid and borrower-paid scenarios.

By default, ICE PPE omits LO comp when a user selects the borrower compensation option when searching for rates. Typically, the LO comp is included in the origination fee. To ensure that loan officers automatically charge the borrowers a fee sufficient to cover LO comp, select the Apply to both creditor- and borrower-paid scenarios option to incorporate the fee into the loan price. This setting does not apply to wholesale products that are brokered by the originator.

  • Enter the user's NMLS ID, if available and applicable.
  • In the right column, select the check boxes to set the rights described below:

For information on manager rights, see the Manager Rights help topic.

  • User Rights - Administrators and users with “Manage Users”/”Manage Offices” rights can view and edit these rights.
  • View SRP - Enables a user to view SRPs but not profits.
  • When this right is selected, SRPs will be displayed on the Qualify and Summary tabs. The SRP will display as an LLPA on the product pricing details, usually with the label of "SRP."
  • When neither this right nor the View Profit Margins & SRPs manager right are selected, the user cannot view SRPs.
  • Available Offices - Administrators and users with “Manage Users”/”Manage Offices” rights can view and edit the available offices. If a user has been granted User Rights that include the “Office Manager” option, the user can view submitted loans and edit users for the selected offices.
  • Qualification Tab Views - Administrators and users with “Manage Users”/”Manage Offices” rights can view and edit the available views on the Qualify tab.
  • Allow Classic View - Groups rates by investor loan program. If both views are enabled, a default view can be selected.
  • Allow Best Ex View - Groups rates by unique loan product type. If both views are enabled, a default view can be selected.
  1. When finished, click Save.

ClosedTo Edit a User

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then on the Company tab.
  3. Select the office under which the user is located.

The Show Deleted check box displays a list of users deleted from the company in the past.

  1. From the list of users, click Edit in the Action column next to the user you want to edit.

Click Login in the Action column to log in as the user.

  1. The Office and User ID fields are read-only and cannot be edited.
  • When a user changes offices, you will be required to create a new user profile for the user in their new office with a new User ID. You must then disable the old User ID in the user's original office. This ensures the historical integrity of the pricing for the loan. For example, previously, when a user was moved from one office to another, current loans assigned to that user would be subject to the pricing margins and rules for their new office and any pricing and rules from their old office that were applied to the loan were ignored. Thus the historical integrity of the pricing for the loan was compromised.
  1. Make your changes, and then click Save.

ClosedTo Delete a User

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then on the Company tab.
  3. Select the office under which the user is located.

The Show Deleted check box displays a list of users deleted from the company in the past.

  1. From the list of users, click Delete in the Action column next to the user you want to delete.
  1. When prompted, click OK.

ClosedTo Move a User Between Offices

  1. Log into ICE PPE as a Client Admin.
  2. Click on the Admin tab, and then on the Company tab.
  3. Select the office under which the user is located.

The Show Deleted check box displays a list of users deleted from the company in the past.

  1. From the list of users, click Move in the Action column next to the user you want to move.
  2. From the New Office dropdown list, select the office to which you want to move the user.

All other fields in the pop-up window are read-only.

  • This is a required field.
  • All offices, except the current and deleted offices, will be displayed.
  1. Click Save.
  • A prompt, “Do you want to move this user from [Current Office] to [New Office]?”, is displayed.
  • If OK is selected, the New Office selection replaces the Current Office in the user’s profile.
  • If Cancel is selected, you are returned to the user’s Office page.