Manage Investor Options
Use Manage Investor Options to create investor specific options that can be applied on the program level. These investor specific options will be available on the Virtual Program Definition page, as well as Conditions and Matrices.
For example, a variety of loan characteristics (e.g., Low Income, Reduced MI, Section 8, etc.) can be applied to a single 30-year fixed rate program as investor specific options instead of needing several 30-year fixed rate programs with various sets of loan characteristics.
To Add Investor Specific Options
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Log into ICE PPE as a Client Admin.
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Select the CPM tab, and then select Manage Investor Options.
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Select an investor from the Custom Investor field.
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Select Add.
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A new row is added to the bottom of the grid.
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Enter a unique Option name. If the same option name already exists, a message “Option Name must be unique.” is displayed.
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Enter a Display number if you want the option to be displayed at a certain position in the list. For example, entering a “4” would place the option in 4th place within the list.
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Select the Second checkbox to make the option available to second mortgages.
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Select the Virtual checkbox to make the option available to virtual programs.
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Select the Deleted checkbox to remove the option from the list of investor specific options displayed to users.
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Select Save.
To Edit Investor Specific Options
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Select the CPM tab, and then select Manage Investor Options.
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Select an investor from the Custom Investor field.
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In the grid, make your changes.
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Select Save.
To Delete/Undelete Investor Specific Options
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Select the CPM tab, and then select Manage Investor Options.
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Select an investor from the Custom Investor field.
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In the grid, select the Deleted checkbox to remove an option from the list of investor specific options. Clear the Deleted checkbox to include an option in the list of investor specific options.
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Select Save.