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.
Select a loan in your pipeline.
Click the Historical Ratesheets icon.
- The rate sheet for the selected loan displays in red text. A timestamp indicates when Optimal Blue downloaded the rate sheet.
Click the View Rate Sheet link to download and view the investor’s rate sheet for the loan.