How to Request a Product Change

In order to request a product change for a locked loan, follow the steps below.

  1. Select a locked loan from your pipeline, and click the Change Request icon.

  2. Click the Product Change radio button.

  3. Choose the appropriate lien, and click the Select New Product button.

  4. The Change Request Search screen displays with a list of available products. Depending on your configuration, you may be able to display different products by changing the product search filters and clicking Re-Submit.

  5. Click the Show link next to the product that you want to select. The currently selected product displays in bold text.

  6. Select the lock button next to the appropriate rate from the grid. The system highlights the currently selected rate in orange.

  7. Review the changes in red on the Submit Change Request screen. To submit the change request, click the Submit button. The system sends an email notification regarding the change request to the secondary users.

NOTE: If your Optimal Blue administrator has configured your system to auto-accept product change requests, you apply the product change by clicking the Apply Change button. 

You receive an email notification when the change request is accepted. The status of the change request updates in Optimal Blue.  

  1. On the confirmation dialog box, click OK.

NOTE:  You receive an email notification when you submit the change request and when the secondary user accepts or rejects the change request. The status of the change request updates in Optimal Blue.  

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