Assign a QM Policy to Entities and Products

By default, each product’s policy is the Optimal Blue Global Default Policy. On the Manage QM Policies screen (Configuration > Entity > Manage QM Policies), you can assign a QM Policy to different product categories.

To update the policy assigned to a product, select the appropriate policy for each product category in the Product Assignments section. Ensure all policy assignment changes are accurate, and click Update Assignments.

TIP: You can configure QM Policies by investor. Create a custom product category for the desired investor’s products. Apply a separate QM Policy to the new custom category. Configure custom product categories in either the Bulk Category Assignment screen or Filters For Product Search at the investor level.

For additional information see the Qualified Mortgage – Configuration & Secondary Admin User Guide.

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