**To schedule this training, contact your Optimal Blue Client Success Manager.**
Course Overview
The Lender Site – Administration Training introduces you to the customization functionality designed for the internal Optimal Blue Administrator. In this course, you will study the multiple settings for customizing the look & feel of the site and information displayed to the Originator through Optimal Blue. The course covers the following main areas:
- Managing Users, Branches & Broker Companies
- Entity Preferences / Look & Feel / Header/Footer
- Search Results – 2 Styles, 12 tabs
- Header Customization for LO Pipeline & Secondary/Lock Desk
- Dropdown Options / Email Templates
- Lock Exp Alert / Lock Extensions / Processors
- Compliance Checklist / Exception Request / MI
- Change Requests / Price Concessions
Lesson 1: Managing Users, Branches & Broker Companies
- Managing Users’ Login Credentials and Access Level / Password Reset / Moving Users
- Managing Branches/Broker Companies / Assigning Users to a Branches/Broker Companies
- Managing Service Accounts
- Login Report
Lesson 2: Entity Preferences / Look & Feel / Header/Footer
- Display Options / Locking Options / Email & System Notification Options
- Color Scheme / Logo / Wait Graphic
- Custom Message of the Day / Footer Email / Search Results Pricing Disclosure
Lesson 3: Search Results – 2 Styles, 12 Tabs
- Origination Style Tabs- Full Listing / Top Products / Comparison / Best Pricing
- Origination Style Admin- Add, Remove, Reorder, Relabel Tabs or Fields
- Traditional Style- Full Listing / Top Products / Comparison / Best Pricing
- Traditional Style Admin- Add, Remove, Reorder, Relabel Tabs
Lesson 4: Header Customization for LO Pipeline & Secondary/Lock Desk
- Configure headers viewable in LO Pipeline View
- Configure headers viewable in Secondary/Lock Desk/Change Request Queue
Lesson 5: Drop-down Options / Email Templates
- Configure elements inside Drop-down fields on the Product Search Form
- Customize information contained in each notification email generated from Optimal Blue
Lesson 6: Lock Exp Alert / Lock Ext / Processors
- Configure when Lock Expiration Alert notification emails are sent to Originators
- Create internal lock extension policy drop-down list to be applied by Secondary users through the Secondary Options page
- Assign Loan Officers to Processors for pipeline access
Lesson 7: Compliance Checklist / Exception Request / MI / Change Requests / Price Concession
- Enable/Customize Compliance Checklist Questions and Required Answers/Comments
- Enable/Configure Exception Request Feature
- Enable/Configure integration with Mortgage Insurance companies: Arch, Radian, Essent, Genworth, MGIC, National
Lesson 8: Change Requests / Price Concessions
- Configure the fields that display on the Change Request submission and confirmation screens
- Configure the reasons and default setting for the Price Concession Request form
Printable Overview: