This article describes the steps to pull XML in Blue Services for Affinity Partnerships Auto-Quotes.
- Access Blue Services at https://services.optimalblue.com/BlueServicesInfo/Login.aspx.
- Keep the radio button “Loan/Pipeline Services” selected and select your customer from the drop down list.
- Select “Logging Options” from the left.
- Type in 1000 in the Affinity Partnerships field and click the Submit button. Please see the screen shot below.
- Get the exact time the Auto-Quote search was run from the customer and enter this into Diagnostics to get the Transaction ID needed for Blue Services. Currently Diagnostics isn’t working. There is a tech. case open to fix this (Tech case 45079). An example of a Transaction ID # is TBD06232014 and this tells you the Auto-Quote search was ran on 06/23/2014, which is the first part of the transaction ID # and the last 6 digits is the Transaction ID, which would be 151818 for this example.
- Select “Lead Quoting” from the left and make sure Affinity Parternship (MTC) is selected from the drop down list and select your customer.
- Select the correct date from the calendar.
- Click the “Get Pricing” link beside the appropriate transaction ID. Please see the screen shot below.
- Click the “Call Get Pricing” button.
- Click the “Base Request” button.
- Click the “MTC Request” button.
- Click the “Result” button.
- Click the “Download XML” button
