Quote for custom / portfolio products – Internal

If a customer is requesting Optimal Blue to build out their custom or portfolio products, we can request a Statement of Work (SoW) from our content team.  This is typically reserved for situations when the customer has several custom products with custom eligibility / adjustment rules making it difficult to source rules from existing investor entities.


1) Assign ticket to the CSM for the account.

2) Add a note addressed to the CSM letting them know that the customer is wanting an estimate on building custom products.

3) CSM will follow procedures in Internal – Custom Product Review Request.

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