Adding a New Investor

If you would like to add a new investor to your Optimal Blue site, contact your Client Services team and request to add the new investor. Our Investor Relations department will work with the investor and upon approval, will add the investor to your site. Once the investor has been added to your site, make sure to consider the following:

  • What products will you offer?
  • How will the products appear in results?
  • Which users should have access to your new products?
  • What type of markups and delivery pads will apply to your new investor?
  • Which custom overlays apply to this investor?
  • When does this investor pricing expire?
  • What change request policies will apply to this investor?

Download the following document for important information to consider when configuring your new investor:

Adding A New Investor

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