Historical Rate Sheets (for a Selected loan)

When a loan is selected, you can access the investor rate sheet associated with the lock request. Optimal Blue stores investor rate sheets for up to 90 days.

Viewing Historical Ratesheets (for a Selected Loan)

NOTE: For information on accessing other investor rate sheets stored in the system, see the Historical Ratesheets article.

  1. Select a loan in your pipeline.

  2. Click the Historical Ratesheets icon.

  1. The rate sheet for the selected loan displays in red text.  A timestamp indicates when Optimal Blue downloaded the rate sheet.

  1. Click the View Rate Sheet link to download and view the investor’s rate sheet for the loan.

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