Use the Programs tab to select the programs from each lender that are available to your users, and to create program name aliases and program codes that display in EPPS when your users search for rates. Aliases enable users to select programs without viewing investor-specific terms, product names, or codes. When you create and save an alias for a program name or program code, the alias displays in EPPS instead of the lender’s default name or code.
To Enable Programs, Create Aliases, and Create Customer-Specific Program Codes:
1. On the Admin tab, click the Programs tab.
2. Select an Investor from the drop-down list.
3. To display a program when users search for rates, select the check box in the Enabled column next to that program.
4. To hide a program when users search for rates, clear the check box in the Enabled column next to that program. To create an alias for a program name, type the alias in the Program Alias column.
5. To create a new program code for a program, type the new code in the Program Code column.
6. When finished enabling programs and entering aliases, click Save.
