Loan Originator User Guide

This document describes how to enter and save a loan profile, how to select product and pricing information, how to request locks, manage the pipeline and set rate alerts. Clients who are integrated with an LOS should refer to the guide provided in the LOS Integrations category for their respective system.

Loan Originator User Guide

This video instructs the originator how to run a search and request a lock in Optimal Blue.

Originator Facing Lock Request Training

Copy this link to share with originators: Originator Training

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