Custom Program Wizard

The Custom Program Wizard enables you to create multiple custom programs in one action. Custom programs are created by copying existing programs and all their related objects to the custom investor. Unlike virtual programs, you can modify guidelines, conditions, and other program components to design your custom program.

Custom programs, like all standard programs, must be assigned, guidelines, ratios, and conditions. These objects define the eligibility components of the custom program.

All programs are currently functioning and firing successfully within ICE PPE, and returning expected results. We recommend you fully consider any and all implications of changes made within the objects of a program.

Creating a Custom Program

  1. Log into ICE PPE as a Client Admin.
  2. Click on the CPM tab.
  3. Select the Custom Program Wizard.
  4. Select an investor.
  5. Use the filter drop down lists to locate the program you want for your new custom program, and then click add.
  • Product Type - Lists virtual programs categorized as Agency, Non-agency, FHA, VA, or USDA.
  • Loan Limit Type - Lists virtual programs categorized as Conforming, Agency High Balance, FHA, or HUD 184.
  • Program Type - Fixed terms, ARM terms, Balloon terms, and HELOC.
  1. Select a Custom Investor.
  2. Enter an Effective Date.
  3. In the grid:
  • Click on a header field to sort the column alphanumerically in ascending or descending order.
  • The Condition header link displays the Condition Versions page.
  • The Guideline header link displays the Guideline Versions page.
  1. Select the check box next to the corresponding investor program to copy and create the custom program.
  2. Click Copy.