Maintain Custom Programs

Use Maintain Custom Programs to edit and maintain custom programs.

  • The Maintain Custom Programs link opens the Custom Programs Listings page, which displays custom programs only for the selected Custom Investor.
  • Close – Closes Custom Programs page and brings you back to the CPM landing page.
  • Filter products by selecting one from the dropdown list, and then clicking add.
  • Some filters provide secondary selections. Select the applicable options, and then click add.
  • Some filters display a single check box. Select the check box, and then click add.
  • Multiple filters can be applied at one time to narrow down the search for custom programs.
  • Undo a specific filter by clicking the del link. Undo all filters by clicking the Clear button.
  • Clicking on a header field sorts alphanumerically in ascending or descending order.
  • The Columns link enables the Client Admin to customize the columns listed in the page.

ClosedTo Customize the Columns

  • Click on the Columns link.
  • Select the columns to include on the page.
  • Click Update.

ClosedTo Revert Back to Default Columns

  • Click on the Columns link.
  • Click Default at the bottom of the pop up window.
  • The Custom Programs listing page defaults to the following columns:
  • Condition – Assigned Condition Name
  • Dis Status – Disabled Statue
  • Guideline – Assigned Guideline Name
  • LoanLimit - Assigned Loan Limit
  • MinCredit – Minimum credit/fico score for eligibility
  • ProductType - Assigned Product Type (Agency, Non Agency, etc.)
  • Rate Def - Rate Definition
  • Ratio - Assigned Ratio Name
  • A red flag next to a custom program indicates there is an error with pricing (i.e., pricing is missing, has not uploaded, or is out of date).

On the page, the following Actions are available:

  • View - Opens the Custom Program Definition page in view only mode.

Save is disabled since this is a view only page. To exit the page, select Cancel.

  • Versions - Opens the Custom Program Versions page, which displays all versions of the program.
  • Hide - Hides the row (stored for historicial purposes) from the Custom Program Listing page. All hidden rows can be viewed by selecting the Hidden checkbox. To display a hidden row, select Hide again.
  • A message appears asking to delete or undelete the selected program.
  • Selecting OK removes the program from the Custom Program Listing page.
  • Expire - Expires the selected custom program.
  • A message appears asking to expire the selected program.
  • Selecting OK expires the custom program and makes it unavailable for Production.

See Also:

Maintain Geographies

Maintain Program Flags

Manage Investor Options