Click on the Tabs below for additional CPP resources.
Resources
Client Ranking
| Rank Name | Limits | Rank |
|---|---|---|
| 5 Star | 49.00% or higher |  |
| 4 Star | 14.00% - 48.99% |  |
| 3 Star | 00.00 - 13.99% |  |
| 2 Star | -48.99% - 00.01% |
 |
| 1 Star | -49.00% or lower |
 |
Note: If fee income represents more than 30% of the profit an * is assigned to the rank.
Target ROE
Relationships = 15% and above
Training Recordings
For access to the previously recording training sessions on CPP, click the links below:
Relationship Profitability Management - Xperience
For more information on the Xperience tab that reflects the Client Profitability and Pricing relationship information on the client's CIF, see the article Relationship Profitability Management - Xperience.
FAQs
How can you reflect the Loan-to-Value in the CPP Pricing Model?
You can manually edit the loan fees and servicing costs while pricing or you can alter the credit score (for example: if they are a 3, you can make them a 1).
This type of information must be added to the Notes field on the left navigation panel. Notes show up in the Loan Detail report.