Lock Period Aliases and Rate Filters
Lock Period Aliases
Use the Lock Period Aliasing grid to enter the number of days until a lock expires that will be displayed to your users. The aliases can be applied across all investors or only for specified investors. Typically, this setting is used to make sure that users complete a loan before the lock expires. For example, you can set the lock period alias so that your users see a value of 15 days for locks that actually expired in 30 days. To your user, the lock appears to have a 15-day expiration period, when it actually expires in 30 days.
To Set Lock Period Aliases:
-
Select the Lock Period Aliases and Rate Filters link.
-
In the Lock Period Aliasing section, select an Investor from the dropdown list to apply the alias to a specific investor.
- Or, to apply the aliases to all investors, select “(all Investors)” from the dropdown list.
-
For each lock period in the Actual column, type an alias in the Displayed column.
-
Select Save to save your changes.
Rate Filters
Use the Filter Rates section to hide rates that end with a decimal number that you do not want your users to view. For example, you may want to filter all rates that end with “.99”.
To Filter Rates:
-
Select the Lock Period Aliases and Rate Filters link.
-
In the Filter Rates section, select the Add Rate Filter button for each rate filter you want to add.
- For example, select the button twice to add two filters.
-
Enter the value of the decimal amount you want to filter.
Do not type a decimal point as part of the value. For example, type “99” to filter rates that end with “.99”.
-
Select Save to save your changes.
-
The filters will be applied for any user who has the Filter Rates checkbox selected in the User Rights section on their Update User page.
If you add filters one at a time, you must save each filter directly after you add it. If you enter values and then select the Add Rate Filter button, any unsaved values will be cleared.