**To schedule this training, contact Optimal Blue Client Success Manager.**
Course Overview
The Lender Site – Originator Experience Training introduces you to the basic product eligibility and pricing functionality of the Optimal Blue system. In this course, you will study the process involved in managing a pipeline, adding loan profiles and requesting locks. The course covers the following main areas:
- Pipeline Management
- Entering a New Loan & Evaluating Search Results
- Requesting a Lock / Features after Lock Request
- Change Requests – Post Lock Functionality
Lesson 1: Pipeline Management and New Search
- Date Range / Status Filters / Search / Sort by Header
- Loans per Page / Select or Release a loan
- Saving a Prospect / Managing Rate Alerts
- Copy, Cancel, Delete
Lesson 2: Evaluating Search Results
- Eligible and Ineligible Products / Resubmit
- MI Integration / Accessing Guideline Docs
- Fees / QM / LO Compensation
- View and select a product, rate, lock period and fully adjusted pricing
Lesson 3: Requesting a Lock and Features after Lock Request
- Additional required fields
- Lock Form Buttons and sections
- Notes / MI History / FNMA 3.2 Export
Lesson 4: Change Requests- Post Lock Functionality
- Performing a Lock Extension, Product Change, Float Down, Profile Change, Relock or Price Concession
Printable Overview: