LendingTree LF Lead Mailbox User Guide

When Optimal Blue is configured for the LendingTree auto-quote integration, lead information is sent from LendingTree by way of Lead Mailbox to Optimal Blue. Optimal Blue runs the search and sends the result directly back to both LendingTree to display to the consumer and to Lead Mailbox. To enable the Auto-Quote feature, you must contact Optimal Blue Client Services. Once you complete the necessary steps to enable the Auto-Quote feature, your Client Advisor will schedule a meeting to discuss the steps required to configure your system. Review this document prior to your meeting, and be familiar with your company’s requirements, such as whether the fees and margins for your LendingTree are different than other business channels, whether you want to quote a 1-point rate, and how many rates that you want to return.

Auto-Quote – LendingTree LF Lead Mailbox User Guide

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