Investor Level – Activity Selection Overview

This article describes the activities that can be performed at the investor level of the configuration site.

An investor’s activities can be accessed within the Configuration site by selecting the desired investor from the Entity Selection screen. Investor entities are displayed in green text.

Once an investor entity is selected (highlighted in yellow), the activity selection will display on the right side of the screen.

Manage Products – This takes you to the selected investor’s product tree. 

Entity Preferences – On this screen, users can change the name of an investor and select whether to automatically roll out new products. Uncheck the option if you want to manually roll out new products.

Pricing Output  – You can perform the following items below on the Pricing Output screen:

1) Turn on or off pricing for the selected investor for the appropriate business channel(s). To turn on pricing you attach the appropriate pricing output to the necessary business channel(s). To turn off pricing you  change the pricing output to “None” for the necessary business channel(s).
2) Add, change or remove delivery pads for the selected investor. Delivery pads can vary by business channel if there is a separate Pricing Output for each business channel.
3) Add new Pricing Outputs if needed for business channels.


Note: During initial training, your Client Services Representative will set the Pricing Outputs for each investor to Standard for all business channels. After training, when a new investor is added, the Pricing Output will be set to None by default. Before your users can see pricing, you will need to assign an appropriate Pricing Output.

Pricing Status/Import Screen – You can perform the following items on the Pricing Status/Import screen:


1) If you have a portfolio investor entity and you are using a flat file for pricing, this is the screen where you will upload your flat file. Be sure to select the correct investor entity before you go to the Pricing Status/Import screen to upload your flat file.
2) You can also change the pricing expiration time for the selected investor.
3) You can see the last time that the pricing was active or you can see if the pricing is expired or suspended.
4) You can Expire, Activate or Suspend pricing on this screen.  If you Suspend Pricing then you will have to manually activate pricing. It is important to know that you can potentially activate stale pricing if you activate  pricing at the wrong time.  Rather than Activate pricing, consider expiring pricing instead. If you Expire pricing, then pricing will automatically activate when the selected investor re-prices.

Product Search – This is a very useful screen where you can test eligibility, adjustments and pricing for the selected investor. When you run a product search at the investor level you will see the true investor pricing, without markups or delivery pads and you will see only the selected investor’s products in the search results.

Configuration Status – This screen is used for the following items:


1)  Roll out a new product or products. Any product that is not rolled out indicated by the text color of gold/brown.
2)  You can also use this screen to see the Eligibility, Adjustment, SRP, and Pricing source for each product, all on the same screen. You will click the Expand all Columns button to see this info. for each product.  This is useful if you have a portfolio investor entity, to check your work.

Markup & Rule Texts –  You can add, view, edit or delete Rule Texts or ‘Text Messages’. These are visible in the Notes & Advisories section under the pricing grid in the search results.

User Defined List – User Defined Lists allows users to group similar list elements so they may be used in scripting eligibility or adjustment rules. On this screen you can view, create, delete or edit a user defined list.

Pre-Processing Rules – Allows for scripting of pre-processing rules such as doc type grids.

Configuration Reports – This is a very useful tool so users can see what they have configured in Optimal Blue. There are numerous reports that you can view or export into an excel file.  You can pull a report for a particular entity (investor or business channel) by selecting the appropriate entity. You can see all of the reports available in the “Views” drop down list. Some of these reports are listed below:


Overlays – This will show your overlays and where they are configured so you can see where an eligibility, adjustment or SRP rule was overlayed or where custom rules are located. This is important to know because you can’t edit or delete an existing rule unless you are at the product or product set where the rule was created.

Investor Specific Markups – You can see all your investor specific markups and where they are located. This is important to know because you can’t edit or delete an existing markup unless you are at the product or product set where the markup was created.
User II 
-This report is not available by default but can be enabled by your Account Manager. In this report you can see the user name, AND password, etc.  for all of your users. You can pull this report for all entities or you can select a specific business channel.

Investor Logins – This screen is very important. If an investor has inactive or invalid credentials your pricing will show as “expired” and the LO will not be able to request a lock. If an investor has invalid or inactive credentials, you will receive an email and the investor name will be highlighted in yellow on this screen. Click edit to update the credentials and be sure to uncheck the Invalid box before saving.

Fee Schedules– You can create, delete or edit an existing Fee schedule if you want to show your loan officers how fees can affect rates in our Origination style search results.

Change Request – This is where you will configure each investor entity for Profile changes and Lock extensions. You will need to configure Change Request for each investor.

Release Updates to Production –  This screen is very important.  Anytime you make a change in the Configuration site that affects pricing or eligibility, you will need to Release Updates to Production to push the changes to your lender site. For information about selective releases to production see the  Selective Release to Production User Guide.

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