Investor Status Updates

Optimal Blue allows you to track the status of investor updates. These include updates to guidelines or rate sheets posted on the investor’s web site or distributed via email. 

Investor Status Updates User Guide

Use this video to understand how to track product updates in the Optimal Blue site:

Follow these steps to view investor updates in Optimal Blue:

  1. Select the Updates tab from the navigation menu at the top of the Configuration site. A list of the Currently Active Updates and Recent Updates is displayed.

Tip:  To filter the Recent Updates, choose the date range you would like to view.

  1. For a summary and history of the update, including an estimated completion date and posting date, click View.

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