LO not listed in dropdown (Reassign or Pipeline) – Internal


1) A customer is wanting to reassign a loan to another Loan Officer, but the LO is not in the dropdown

2) A customer is looking for a Loan Officer in the pipeline tab, but the LO is not in the dropdown.

What to check:

Was the LO added to Optimal Blue within the past 30 mins?

It could take up to 30 mins for a new LO to show up in their site.


If has been longer than 30 mins since the LO was added to Optimal Blue, it is likely that the LO has not saved a loan yet.  A LO will not show up in the pipeline tab or the reassign dropdown until they have saved or registered at least one loan.

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