How to use the Best-Ex Only Designation

This article describes how to set and remove products from best-execution only status.

Best-Ex Only Designation User Guide

Video Demonstration:

Set Products to “Best-Ex Only”

Products that are set to “best-ex only” ONLY return for Secondary users within the Best-Ex screen in the Lender site. These products do NOT return in regular search results for any other users.

Why would you set product to best-ex only?

  • You may need to disable products for originators while making changes and testing rules, overlays, markups, etc. This ensures originators see accurate results
  • You can set products to best-ex only instead of deactivating products that you may offer at a later date.  
  1. From the Entity Selection tab in the Configuration site, choose the investor for which you want to set a product to best-ex only.

  2. Select the Manage Products option in the Activity Selection menu.

  3. Select the product or product set that you would like to set to best-ex only.

  4. Select the Set Product to Best-Ex Only option in the Activity Selection menu.

NOTE: Products set to best-ex only are designated in your product tree by a red asterisk *.
 

Remove Products from Best-Ex Only

  1. From the Entity Selection tab in the Configuration site, choose the investor for which you want to remove the best-ex only designation.

  2. Click the Manage Products option in the Activity Selection menu.

  3. Select the appropriate product or product set that you would like to remove from best-ex only.Products set to best-ex only are designated in your product tree by a red asterisk *.

  4. Click the Remove Best-Ex Only Designation option in the Activity Selection menu.

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